Able Wealth Management’s Procter & Gamble PG Stock Holding History

Able Wealth Management’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,053	Closed	-$154K	–	439
2023 Q4	$154K	Buy	+1,053	New	+$156K	0.14%	83

Other funds holding PG

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Able Wealth Management's PG Position: Q1 2024 in Review

Able Wealth Management sold out of Procter & Gamble (PG) in Q1 2024, closing a stake of 1,053 shares — an estimated $154K sold.

Able Wealth Management first reported a position in PG in Q4 2023 and held it in 1 quarter. The position peaked at $154K in Q4 2023. 3,649 funds tracked by Wall St. Rank hold PG as of Q1 2024.

Able Wealth Management reported no remaining Procter & Gamble position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 1,053 Procter & Gamble shares in Q1 2024, an estimated $154K.
Able Wealth Management first reported a position in Procter & Gamble in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Procter & Gamble position peaked at $154K in Q4 2023.
3,649 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.