LFS
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Legacy Financial Strategies’s PPG Industries PPG Stock Holding History

Legacy Financial Strategies’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
2021
Q4 		– Sell
-10,114
Closed -$1.45M – 65
2021
Q3 		$1.45M Buy
10,114
+674
+7% +$108K 0.68% 28
2021
Q2 		$1.6M Buy
9,440
+361
+4% +$61.9K 0.77% 18
2021
Q1 		$1.36M Buy
+9,079
New +$1.3M 0.72% 24
2020
Q3 		– Sell
-9,270
Closed -$983K – 63
2020
Q2 		$983K Buy
9,270
+1,179
+15% +$114K 0.76% 23
2020
Q1 		$676K Buy
8,091
+281
+4% +$31.2K 0.64% 31
2019
Q4 		$1.04M Buy
7,810
+497
+7% +$63K 0.84% 15
2019
Q3 		$905K Buy
7,313
+350
+5% +$40.3K 0.81% 14
2019
Q2 		$808K Buy
+6,963
New +$794K 0.75% 19

Other funds holding PPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legacy Financial Strategies's PPG Position: Q4 2021 in Review

Legacy Financial Strategies sold out of PPG Industries (PPG) in Q4 2021, closing a stake of 10,114 shares — an estimated $1.45M sold.

Legacy Financial Strategies first reported a position in PPG in Q2 2019 and held it in 8 quarters. The position peaked at $1.6M in Q2 2021. 1,049 funds tracked by Wall St. Rank hold PPG as of Q4 2021.

  • Legacy Financial Strategies reported no remaining PPG Industries position as of Q4 2021 after selling out during the quarter.
  • Legacy Financial Strategies sold 10,114 PPG Industries shares in Q4 2021, an estimated $1.45M.
  • Legacy Financial Strategies first reported a position in PPG Industries in Q2 2019 and held it in 8 quarters.
  • Legacy Financial Strategies's PPG Industries position peaked at $1.6M in Q2 2021.
  • 1,049 funds tracked by Wall St. Rank held PPG Industries as of Q4 2021.

Based on Legacy Financial Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.