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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 – 357
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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WealthPLAN Partners's PPG Position: Q3 2023 in Review

WealthPLAN Partners sold out of PPG Industries (PPG) in Q3 2023, closing a stake of 356 shares — an estimated $52.8K sold.

WealthPLAN Partners first reported a position in PPG in Q1 2015 and held it in 8 quarters. The position peaked at $591K in Q3 2017. 1,063 funds tracked by Wall St. Rank hold PPG as of Q3 2023.

  • WealthPLAN Partners reported no remaining PPG Industries position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 356 PPG Industries shares in Q3 2023, an estimated $52.8K.
  • WealthPLAN Partners first reported a position in PPG Industries in Q1 2015 and held it in 8 quarters.
  • WealthPLAN Partners's PPG Industries position peaked at $591K in Q3 2017.
  • 1,063 funds tracked by Wall St. Rank held PPG Industries as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.