Walled Lake Planning & Wealth Management’s PPG Industries PPG Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-126	Closed	-$18K	–	264
2021 Q3	$18K	Buy	126 +1	+0.8%	+$160	0.01%	228
2021 Q2	$21K	Hold	125	–	–	0.01%	203
2021 Q1	$19K	Buy	125 +1	+0.8%	+$143	0.01%	200
2020 Q4	$18K	Hold	124	–	–	0.01%	186
2020 Q3	$15K	Buy	124 +1	+0.8%	+$117	0.01%	192
2020 Q2	$13K	Hold	123	–	–	0.01%	182
2020 Q1	$10K	Buy	123 +1	+0.8%	+$111	0.01%	187
2019 Q4	$16K	Buy	+122	New	+$15.5K	0.01%	173

Other funds holding PPG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Walled Lake Planning & Wealth Management's PPG Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of PPG Industries (PPG) in Q4 2021, closing a stake of 126 shares — an estimated $18K sold.

Walled Lake Planning & Wealth Management first reported a position in PPG in Q4 2019 and held it in 8 quarters. The position peaked at $21K in Q2 2021. 1,049 funds tracked by Wall St. Rank hold PPG as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining PPG Industries position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 126 PPG Industries shares in Q4 2021, an estimated $18K.
Walled Lake Planning & Wealth Management first reported a position in PPG Industries in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's PPG Industries position peaked at $21K in Q2 2021.
1,049 funds tracked by Wall St. Rank held PPG Industries as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.