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Artemis Wealth Advisors’s Procter & Gamble PG Stock Holding History

Artemis 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
2017
Q2 		– Sell
-108
Closed -$9.7K – 36
2017
Q1 		$9.7K Hold
108
– – 0.01% 30
2016
Q4 		$9K Buy
+108
New +$9.21K 0.01% 22

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artemis Wealth Advisors's PG Position: Q2 2017 in Review

Artemis Wealth Advisors sold out of Procter & Gamble (PG) in Q2 2017, closing a stake of 108 shares — an estimated $9.7K sold.

Artemis Wealth Advisors first reported a position in PG in Q4 2016 and held it in 2 quarters. The position peaked at $9.7K in Q1 2017. 2,074 funds tracked by Wall St. Rank hold PG as of Q2 2017.

  • Artemis Wealth Advisors reported no remaining Procter & Gamble position as of Q2 2017 after selling out during the quarter.
  • Artemis Wealth Advisors sold 108 Procter & Gamble shares in Q2 2017, an estimated $9.7K.
  • Artemis Wealth Advisors first reported a position in Procter & Gamble in Q4 2016 and held it in 2 quarters.
  • Artemis Wealth Advisors's Procter & Gamble position peaked at $9.7K in Q1 2017.
  • 2,074 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2017.

Based on Artemis Wealth Advisors's 13F filing for Q2 2017, filed 9 Feb 2023.