PWA
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Phoenix Wealth Advisors’s PPG Industries PPG Stock Holding History

Phoenix Wealth 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
2021
Q4 		– Sell
-1,243
Closed -$178K – 298
2021
Q3 		$178K Buy
1,243
+200
+19% +$32.1K 0.13% 121
2021
Q2 		$176K Buy
1,043
+18
+2% +$3.09K 0.13% 124
2021
Q1 		$156K Sell
1,025
-185
-15% -$26.5K 0.12% 127
2020
Q4 		$175K Buy
+1,210
New +$168K 0.13% 116

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

Phoenix Wealth Advisors's PPG Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of PPG Industries (PPG) in Q4 2021, closing a stake of 1,243 shares — an estimated $178K sold.

Phoenix Wealth Advisors first reported a position in PPG in Q4 2020 and held it in 4 quarters. The position peaked at $178K in Q3 2021. 1,049 funds tracked by Wall St. Rank hold PPG as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining PPG Industries position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 1,243 PPG Industries shares in Q4 2021, an estimated $178K.
  • Phoenix Wealth Advisors first reported a position in PPG Industries in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's PPG Industries position peaked at $178K in Q3 2021.
  • 1,049 funds tracked by Wall St. Rank held PPG Industries as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.