AWA
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Alaska Wealth Advisors’s Procter & Gamble PG Stock Holding History

Alaska Wealth Advisors’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
Q2 		– Sell
-1,259
Closed -$204K – 125
2024
Q1 		$204K Buy
+1,259
New +$197K 0.03% 63
2023
Q4 		– Sell
-1,373
Closed -$200K – 129
2023
Q3 		$200K Buy
+1,373
New +$210K 0.03% 58
2023
Q1 		– Sell
-1,809
Closed -$274K – 110
2022
Q4 		$274K Buy
+1,809
New +$254K 0.05% 48

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alaska Wealth Advisors's PG Position: Q2 2024 in Review

Alaska Wealth Advisors sold out of Procter & Gamble (PG) in Q2 2024, closing a stake of 1,259 shares — an estimated $204K sold.

Alaska Wealth Advisors first reported a position in PG in Q4 2022 and held it in 3 quarters. The position peaked at $274K in Q4 2022. 3,652 funds tracked by Wall St. Rank hold PG as of Q2 2024.

  • Alaska Wealth Advisors reported no remaining Procter & Gamble position as of Q2 2024 after selling out during the quarter.
  • Alaska Wealth Advisors sold 1,259 Procter & Gamble shares in Q2 2024, an estimated $204K.
  • Alaska Wealth Advisors first reported a position in Procter & Gamble in Q4 2022 and held it in 3 quarters.
  • Alaska Wealth Advisors's Procter & Gamble position peaked at $274K in Q4 2022.
  • 3,652 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2024.

Based on Alaska Wealth Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.