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Atlas Private Wealth Management’s Procter & Gamble PG Stock Holding History

Atlas Private 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
Q1 		$2.5M Buy
15,401
+1,337
+10% +$210K 1.05% 30
2023
Q4 		$2.06M Sell
14,064
-74
-0.5% -$11K 0.97% 31
2023
Q3 		$2.06M Buy
14,138
+361
+3% +$55.1K 1.11% 25
2023
Q2 		$2.09M Buy
13,777
+718
+5% +$108K 1.1% 26
2023
Q1 		$1.94M Buy
13,059
+356
+3% +$50.9K 1.17% 24
2022
Q4 		$1.93M Sell
12,703
-104
-0.8% -$14.6K 0.89% 23
2022
Q3 		$1.62M Buy
12,807
+512
+4% +$72.7K 1.17% 23
2022
Q2 		$1.77M Sell
12,295
-140
-1% -$21K 1.21% 21
2022
Q1 		$1.9M Sell
12,435
-81
-0.6% -$12.7K 1.1% 22
2021
Q4 		$2.05M Sell
12,516
-763
-6% -$113K 1.14% 22
2021
Q3 		$1.86M Buy
13,279
+82
+0.6% +$11.6K 1.13% 24
2021
Q2 		$1.78M Buy
13,197
+356
+3% +$48.2K 1.1% 27
2021
Q1 		$1.74M Buy
12,841
+107
+0.8% +$14K 1.11% 26
2020
Q4 		$1.77M Buy
12,734
+68
+0.5% +$9.5K 1.26% 24
2020
Q3 		$1.76M Buy
12,666
+2,084
+20% +$277K 1.38% 20
2020
Q2 		$1.26M Sell
10,582
-396
-4% -$46.2K 1.02% 29
2020
Q1 		$1.21M Buy
10,978
+467
+4% +$56K 1.12% 26
2019
Q4 		$1.31M Buy
+10,511
New +$1.29M 1.01% 28

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atlas Private Wealth Management's PG Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Procter & Gamble (PG) stake by 9.5% in Q1 2024, buying an estimated $210K and bringing the position to 15,401 shares worth $2.5M. The position accounts for 1.05% of the portfolio, ranked #30.

Atlas Private Wealth Management first reported a position in PG in Q4 2019 and has held it in 18 quarters since. 3,649 funds tracked by Wall St. Rank hold PG as of Q1 2024.

  • Atlas Private Wealth Management held 15,401 shares of Procter & Gamble worth $2.5M as of Q1 2024.
  • Atlas Private Wealth Management bought 1,337 Procter & Gamble shares in Q1 2024, an estimated $210K.
  • Procter & Gamble made up 1.05% of Atlas Private Wealth Management's portfolio in Q1 2024, its #30 holding.
  • Atlas Private Wealth Management first reported a position in Procter & Gamble in Q4 2019 and has held it in 18 quarters since.
  • 3,649 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.