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AdvisorShares Investments’s Procter & Gamble PG Stock Holding History

AdvisorShares Investments’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
Q4 		– Sell
-2,750
Closed -$476K – 314
2024
Q3 		$476K Buy
+2,750
New +$467K 0.09% 145
2024
Q2 		– Sell
-2,900
Closed -$471K – 313
2024
Q1 		$471K Buy
+2,900
New +$455K 0.08% 159

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AdvisorShares Investments's PG Position: Q4 2024 in Review

AdvisorShares Investments sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 2,750 shares — an estimated $476K sold.

AdvisorShares Investments first reported a position in PG in Q1 2024 and held it in 2 quarters. The position peaked at $476K in Q3 2024. 4,003 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • AdvisorShares Investments reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
  • AdvisorShares Investments sold 2,750 Procter & Gamble shares in Q4 2024, an estimated $476K.
  • AdvisorShares Investments first reported a position in Procter & Gamble in Q1 2024 and held it in 2 quarters.
  • AdvisorShares Investments's Procter & Gamble position peaked at $476K in Q3 2024.
  • 4,003 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on AdvisorShares Investments's 13F filing for Q4 2024, filed 14 Feb 2025.