HFP
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Holistic Financial Partners’s PPG Industries PPG Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-1,633
Closed -$237K – 134
2024
Q1 		$237K Buy
1,633
+127
+8% +$18K 0.12% 104
2023
Q4 		$225K Buy
+1,506
New +$204K 0.14% 105
2021
Q3 		– Sell
-1,508
Closed -$256K – 112
2021
Q2 		$256K Sell
1,508
-11
-0.7% -$1.89K 0.15% 94
2021
Q1 		$228K Buy
+1,519
New +$218K 0.15% 98
2018
Q2 		– Sell
-81
Closed -$9K – 275
2018
Q1 		$9K Hold
81
– – 0.01% 325
2017
Q4 		$9K Buy
+81
New +$9.34K 0.01% 338

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Holistic Financial Partners's PPG Position: Q2 2024 in Review

Holistic Financial Partners sold out of PPG Industries (PPG) in Q2 2024, closing a stake of 1,633 shares — an estimated $237K sold.

Holistic Financial Partners first reported a position in PPG in Q4 2017 and held it in 6 quarters. The position peaked at $256K in Q2 2021. 1,076 funds tracked by Wall St. Rank hold PPG as of Q2 2024.

  • Holistic Financial Partners reported no remaining PPG Industries position as of Q2 2024 after selling out during the quarter.
  • Holistic Financial Partners sold 1,633 PPG Industries shares in Q2 2024, an estimated $237K.
  • Holistic Financial Partners first reported a position in PPG Industries in Q4 2017 and held it in 6 quarters.
  • Holistic Financial Partners's PPG Industries position peaked at $256K in Q2 2021.
  • 1,076 funds tracked by Wall St. Rank held PPG Industries as of Q2 2024.

Based on Holistic Financial Partners's 13F filing for Q2 2024, filed 30 Jul 2024.