PPWM
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Paragon Private Wealth Management’s PPG Industries PPG Stock Holding History

Paragon Private 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
Q4 		– Sell
-1,595
Closed -$211K – 172
2024
Q3 		$211K Sell
1,595
-813
-34% -$103K 0.1% 157
2024
Q2 		$303K Buy
2,408
+79
+3% +$10.5K 0.17% 121
2024
Q1 		$337K Buy
2,329
+272
+13% +$38.7K 0.2% 112
2023
Q4 		$308K Buy
+2,057
New +$278K 0.21% 108

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Paragon Private Wealth Management's PPG Position: Q4 2024 in Review

Paragon Private Wealth Management sold out of PPG Industries (PPG) in Q4 2024, closing a stake of 1,595 shares — an estimated $211K sold.

Paragon Private Wealth Management first reported a position in PPG in Q4 2023 and held it in 4 quarters. The position peaked at $337K in Q1 2024. 1,076 funds tracked by Wall St. Rank hold PPG as of Q4 2024.

  • Paragon Private Wealth Management reported no remaining PPG Industries position as of Q4 2024 after selling out during the quarter.
  • Paragon Private Wealth Management sold 1,595 PPG Industries shares in Q4 2024, an estimated $211K.
  • Paragon Private Wealth Management first reported a position in PPG Industries in Q4 2023 and held it in 4 quarters.
  • Paragon Private Wealth Management's PPG Industries position peaked at $337K in Q1 2024.
  • 1,076 funds tracked by Wall St. Rank held PPG Industries as of Q4 2024.

Based on Paragon Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.