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WealthPLAN Partners’s PPG Industries PPG Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-356
Closed -$52.8K – 921
2023
Q2 		$52.8K Buy
356
+1
+0.3% +$140 0.01% 495
2023
Q1 		$47.4K Buy
+355
New +$45.8K 0.01% 568
2017
Q4 		– Sell
-5,442
Closed -$591K – 234
2017
Q3 		$591K Buy
+5,442
New +$580K 0.17% 104
2017
Q2 		– Sell
-514
Closed -$54K – 359
2017
Q1 		$54K Buy
+514
New +$52K 0.19% 107
2016
Q3 		$70.9K Sell
695
-31
-4% -$3.25K 0.02% 277
2016
Q2 		$72.4K Buy
+726
New +$79.3K 0.01% 747
2015
Q4 		$65.6K Buy
+664
New +$67.1K 0.01% 546
2015
Q2 		– Sell
-614
Closed -$69K – 491
2015
Q1 		$69K Buy
+614
New +$70.4K 0.03% 208

Other funds holding PPG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return