PWP
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Phillips Wealth Planners’s PPG Industries PPG Stock Holding History

Phillips Wealth Planners’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
Q2 		– Sell
-2,569
Closed -$343K – 180
2024
Q1 		$343K Buy
2,569
+570
+29% +$81K 0.39% 91
2023
Q4 		$290K Buy
1,999
+38
+2% +$5.14K 0.35% 102
2023
Q3 		$244K Buy
+1,961
New +$275K 0.33% 120

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

Phillips Wealth Planners's PPG Position: Q2 2024 in Review

Phillips Wealth Planners sold out of PPG Industries (PPG) in Q2 2024, closing a stake of 2,569 shares — an estimated $343K sold.

Phillips Wealth Planners first reported a position in PPG in Q3 2023 and held it in 3 quarters. The position peaked at $343K in Q1 2024. 1,075 funds tracked by Wall St. Rank hold PPG as of Q2 2024.

  • Phillips Wealth Planners reported no remaining PPG Industries position as of Q2 2024 after selling out during the quarter.
  • Phillips Wealth Planners sold 2,569 PPG Industries shares in Q2 2024, an estimated $343K.
  • Phillips Wealth Planners first reported a position in PPG Industries in Q3 2023 and held it in 3 quarters.
  • Phillips Wealth Planners's PPG Industries position peaked at $343K in Q1 2024.
  • 1,075 funds tracked by Wall St. Rank held PPG Industries as of Q2 2024.

Based on Phillips Wealth Planners's 13F filing for Q2 2024, filed 2 Aug 2024.