LIWM
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Long Island Wealth Management’s PPG Industries PPG Stock Holding History

Long Island Wealth Management’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
Q1 		– Sell
-11
Closed -$2K – 317
2023
Q4 		$2K Buy
+11
New +$1.49K ﹤0.01% 358

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Long Island Wealth Management's PPG Position: Q1 2024 in Review

Long Island Wealth Management sold out of PPG Industries (PPG) in Q1 2024, closing a stake of 11 shares — an estimated $2K sold.

Long Island Wealth Management first reported a position in PPG in Q4 2023 and held it in 1 quarter. The position peaked at $2K in Q4 2023. 1,123 funds tracked by Wall St. Rank hold PPG as of Q1 2024.

  • Long Island Wealth Management reported no remaining PPG Industries position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 11 PPG Industries shares in Q1 2024, an estimated $2K.
  • Long Island Wealth Management first reported a position in PPG Industries in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's PPG Industries position peaked at $2K in Q4 2023.
  • 1,123 funds tracked by Wall St. Rank held PPG Industries as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.