KWA
PPG icon

Kingswood Wealth Advisors’s PPG Industries PPG Stock Holding History

Kingswood 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
Q3 		– Sell
-1,653
Closed -$208K – 733
2024
Q2 		$208K Buy
+1,653
New +$219K 0.02% 625
2024
Q1 		– Sell
-1,402
Closed -$210K – 682
2023
Q4 		$210K Buy
+1,402
New +$190K 0.02% 569

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

Kingswood Wealth Advisors's PPG Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of PPG Industries (PPG) in Q3 2024, closing a stake of 1,653 shares — an estimated $208K sold.

Kingswood Wealth Advisors first reported a position in PPG in Q4 2023 and held it in 2 quarters. The position peaked at $210K in Q4 2023. 1,078 funds tracked by Wall St. Rank hold PPG as of Q3 2024.

  • Kingswood Wealth Advisors reported no remaining PPG Industries position as of Q3 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 1,653 PPG Industries shares in Q3 2024, an estimated $208K.
  • Kingswood Wealth Advisors first reported a position in PPG Industries in Q4 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's PPG Industries position peaked at $210K in Q4 2023.
  • 1,078 funds tracked by Wall St. Rank held PPG Industries as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.