Alterity Financial Group’s Procter & Gamble PG Stock Holding History

Alterity Financial Group’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
2023 Q2	–	Sell	-1,435	Closed	-$213K	–	80
2023 Q1	$213K	Buy	1,435 +101	+8%	+$14.4K	0.31%	72
2022 Q4	$202K	Buy	+1,334	New	+$187K	0.33%	71
2022 Q3	–	Sell	-1,795	Closed	-$258K	–	82
2022 Q2	$258K	Buy	+1,795	New	+$270K	0.38%	67
2021 Q4	$376K	Buy	+2,297	New	+$341K	0.4%	64
2021 Q1	$278K	Buy	+1,818	New	+$237K	0.34%	67

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alterity Financial Group's PG Position: Q2 2023 in Review

Alterity Financial Group sold out of Procter & Gamble (PG) in Q2 2023, closing a stake of 1,435 shares — an estimated $213K sold.

Alterity Financial Group first reported a position in PG in Q1 2021 and held it in 5 quarters. The position peaked at $376K in Q4 2021. 3,409 funds tracked by Wall St. Rank hold PG as of Q2 2023.

Alterity Financial Group reported no remaining Procter & Gamble position as of Q2 2023 after selling out during the quarter.
Alterity Financial Group sold 1,435 Procter & Gamble shares in Q2 2023, an estimated $213K.
Alterity Financial Group first reported a position in Procter & Gamble in Q1 2021 and held it in 5 quarters.
Alterity Financial Group's Procter & Gamble position peaked at $376K in Q4 2021.
3,409 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2023.

Based on Alterity Financial Group's 13F filing for Q2 2023, filed 18 Jul 2023.