Axiom Advisory’s Procter & Gamble PG Stock Holding History

Axiom Advisory’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 Q3	$19.1M	Buy	112,384 +51,282	+84%	+$8.71M	0.18%	32
2024 Q2	$9.98M	Buy	+61,102	New	+$9.99M	0.11%	39

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

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

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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Axiom Advisory's PG Position: Q3 2024 in Review

Axiom Advisory increased its Procter & Gamble (PG) stake by 84% in Q3 2024, buying an estimated $8.71M and bringing the position to 112,384 shares worth $19.1M. The position accounts for 0.18% of the portfolio, ranked #32.

Axiom Advisory first reported a position in PG in Q2 2024 and has held it in 2 quarters since. 3,718 funds tracked by Wall St. Rank hold PG as of Q3 2024.

Axiom Advisory held 112,384 shares of Procter & Gamble worth $19.1M as of Q3 2024.
Axiom Advisory bought 51,282 Procter & Gamble shares in Q3 2024, an estimated $8.71M.
Procter & Gamble made up 0.18% of Axiom Advisory's portfolio in Q3 2024, its #32 holding.
Axiom Advisory first reported a position in Procter & Gamble in Q2 2024 and has held it in 2 quarters since.
3,718 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.