Arcadia Investment Advisors’s Procter & Gamble PG Stock Holding History

Arcadia Investment 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
2021 Q3	–	Sell	-13	Closed	-$1.75K	–	205
2021 Q2	$1.75K	Buy	+13	New	+$1.76K	﹤0.01%	125
2021 Q1	–	Sell	-100	Closed	-$13.9K	–	111
2020 Q4	$13.9K	Hold	100	–	–	0.01%	63
2020 Q3	$13.9K	Buy	+100	New	+$13.3K	0.01%	65
2019 Q4	–	Sell	-299	Closed	-$37.2K	–	71
2019 Q3	$37.2K	Hold	299	–	–	0.03%	41
2019 Q2	$32.8K	Hold	299	–	–	0.02%	45
2019 Q1	$31.1K	Sell	299 -58	-16%	-$5.65K	0.02%	47
2018 Q4	$32.8K	Hold	357	–	–	0.03%	44
2018 Q3	$29.7K	Hold	357	–	–	0.02%	43
2018 Q2	$27.9K	Hold	357	–	–	0.02%	48
2018 Q1	$28.3K	Hold	357	–	–	0.02%	39
2017 Q4	$32.8K	Buy	+357	New	+$32.1K	0.03%	43

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Arcadia Investment Advisors's PG Position: Q3 2021 in Review

Arcadia Investment Advisors sold out of Procter & Gamble (PG) in Q3 2021, closing a stake of 13 shares — an estimated $1.75K sold.

Arcadia Investment Advisors first reported a position in PG in Q4 2017 and held it in 11 quarters. The position peaked at $37.2K in Q3 2019. 2,937 funds tracked by Wall St. Rank hold PG as of Q3 2021.

Arcadia Investment Advisors reported no remaining Procter & Gamble position as of Q3 2021 after selling out during the quarter.
Arcadia Investment Advisors sold 13 Procter & Gamble shares in Q3 2021, an estimated $1.75K.
Arcadia Investment Advisors first reported a position in Procter & Gamble in Q4 2017 and held it in 11 quarters.
Arcadia Investment Advisors's Procter & Gamble position peaked at $37.2K in Q3 2019.
2,937 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2021.

Based on Arcadia Investment Advisors's 13F filing for Q3 2021, filed 19 Dec 2024.