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Milestone Investment Advisors’s PPG Industries PPG Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-500
Closed -$64.9K – 362
2023
Q3 		$64.9K Buy
+500
New +$70.2K 0.02% 175
2023
Q2 		– Sell
-500
Closed -$66.8K – 359
2023
Q1 		$66.8K Buy
+500
New +$64.5K 0.02% 179

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Milestone Investment Advisors's PPG Position: Q4 2023 in Review

Milestone Investment Advisors sold out of PPG Industries (PPG) in Q4 2023, closing a stake of 500 shares — an estimated $64.9K sold.

Milestone Investment Advisors first reported a position in PPG in Q1 2023 and held it in 2 quarters. The position peaked at $66.8K in Q1 2023. 1,134 funds tracked by Wall St. Rank hold PPG as of Q4 2023.

  • Milestone Investment Advisors reported no remaining PPG Industries position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 500 PPG Industries shares in Q4 2023, an estimated $64.9K.
  • Milestone Investment Advisors first reported a position in PPG Industries in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's PPG Industries position peaked at $66.8K in Q1 2023.
  • 1,134 funds tracked by Wall St. Rank held PPG Industries as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.