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Heritage Oak Wealth Advisors’s PPG Industries PPG Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio PPG Stock Details PPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,567
Closed -$208K – 152
2024
Q3 		$208K Buy
+1,567
New +$198K 0.1% 143

Other funds holding PPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Heritage Oak Wealth Advisors's PPG Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of PPG Industries (PPG) in Q4 2024, closing a stake of 1,567 shares — an estimated $208K sold.

Heritage Oak Wealth Advisors first reported a position in PPG in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 1,076 funds tracked by Wall St. Rank hold PPG as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining PPG Industries position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,567 PPG Industries shares in Q4 2024, an estimated $208K.
  • Heritage Oak Wealth Advisors first reported a position in PPG Industries in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's PPG Industries position peaked at $208K in Q3 2024.
  • 1,076 funds tracked by Wall St. Rank held PPG Industries as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.