Anchor Pointe Wealth Management’s Procter & Gamble PG Stock Holding History

Anchor Pointe 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 Q4	$3.45M	Buy	+20,651	New	+$3.52M	4.49%	3

Other funds holding PG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Anchor Pointe Wealth Management's PG Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in Procter & Gamble (PG) in Q4 2024: 20,651 shares worth $3.45M. The stake represents 4.49% of the portfolio and ranks #3 among its holdings.

4,012 funds tracked by Wall St. Rank hold PG as of Q4 2024.

Anchor Pointe Wealth Management held 20,651 shares of Procter & Gamble worth $3.45M as of Q4 2024.
Procter & Gamble was a new Anchor Pointe Wealth Management position in Q4 2024.
Procter & Gamble made up 4.49% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #3 holding.
4,012 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.