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YorkBridge Wealth Partners’s PPG Industries PPG Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$1.1M Sell
8,723
-1,769
-17% -$217K 0.28% 82
2022
Q3 		$1.16M Buy
10,492
+444
+4% +$54.9K 0.3% 74
2022
Q2 		$1.15M Buy
10,048
+458
+5% +$57.2K 0.3% 72
2022
Q1 		$1.26M Sell
9,590
-50
-0.5% -$7.27K 0.28% 76
2021
Q4 		$1.66M Buy
9,640
+105
+1% +$16.9K 0.37% 62
2021
Q3 		$1.36M Buy
9,535
+1,545
+19% +$248K 0.34% 67
2021
Q2 		$1.36M Buy
7,990
+696
+10% +$119K 0.35% 66
2021
Q1 		$1.1M Buy
7,294
+830
+13% +$119K 0.32% 71
2020
Q4 		$932K Buy
6,464
+186
+3% +$25.9K 0.31% 71
2020
Q3 		$766K Buy
6,278
+147
+2% +$17.2K 0.32% 71
2020
Q2 		$650K Sell
6,131
-40
-0.6% -$3.85K 0.3% 77
2020
Q1 		$516K Buy
6,171
+541
+10% +$60.1K 0.32% 80
2019
Q4 		$752K Buy
5,630
+7
+0.1% +$887 0.34% 76
2019
Q3 		$666K Sell
5,623
-474
-8% -$54.6K 0.34% 80
2019
Q2 		$712K Buy
6,097
+78
+1% +$8.89K 0.32% 74
2019
Q1 		$679K Sell
6,019
-17
-0.3% -$1.82K 0.31% 73
2018
Q4 		$617K Sell
6,036
-182
-3% -$18.9K 0.33% 77
2018
Q3 		$682K Buy
6,218
+95
+2% +$10.4K 0.31% 76
2018
Q2 		$635K Buy
6,123
+284
+5% +$30.1K 0.28% 85
2018
Q1 		$643K Buy
5,839
+273
+5% +$31.5K 0.3% 84
2017
Q4 		$623K Buy
5,566
+272
+5% +$31.4K 0.3% 83
2017
Q3 		$575K Sell
5,294
-177
-3% -$18.8K 0.3% 82
2017
Q2 		$605K Sell
5,471
-349
-6% -$37.8K 0.32% 76
2017
Q1 		$637K Buy
5,820
+15
+0.3% +$1.52K 0.33% 76
2016
Q4 		$570K Buy
+5,805
New +$554K 0.34% 82

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

YorkBridge Wealth Partners's PPG Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its PPG Industries (PPG) stake by 17% in Q4 2022, selling an estimated $217K and leaving 8,723 shares worth $1.1M. The position accounts for 0.28% of the portfolio, ranked #82.

YorkBridge Wealth Partners first reported a position in PPG in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.66M in Q4 2021. 960 funds tracked by Wall St. Rank hold PPG as of Q4 2022.

  • YorkBridge Wealth Partners held 8,723 shares of PPG Industries worth $1.1M as of Q4 2022.
  • YorkBridge Wealth Partners sold 1,769 PPG Industries shares in Q4 2022, an estimated $217K.
  • PPG Industries made up 0.28% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #82 holding.
  • YorkBridge Wealth Partners first reported a position in PPG Industries in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's PPG Industries position peaked at $1.66M in Q4 2021.
  • 960 funds tracked by Wall St. Rank held PPG Industries as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.