BRWM
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B. Riley Wealth Management’s Procter & Gamble PG Stock Holding History

B. Riley 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
2022
Q2 		$299K Buy
43,267
+7,692
+22% +$1.16M 0.35% 22
2022
Q1 		$5.44M Sell
35,575
-2,134
-6% -$334K 0.42% 60
2021
Q4 		$6.17M Buy
37,709
+2,809
+8% +$417K 0.43% 56
2021
Q3 		$4.88M Buy
34,900
+13,939
+66% +$1.98M 0.37% 66
2021
Q2 		$2.83M Sell
20,961
-3,684
-15% -$498K 0.31% 79
2021
Q1 		$3.34M Sell
24,645
-178
-0.7% -$23.2K 0.39% 69
2020
Q4 		$3.45M Sell
24,823
-185
-0.7% -$25.9K 0.45% 56
2020
Q3 		$3.48M Sell
25,008
-12,873
-34% -$1.71M 0.41% 64
2020
Q2 		$4.53M Sell
37,881
-7,213
-16% -$841K 0.5% 54
2020
Q1 		$4.96M Buy
45,094
+32,668
+263% +$3.92M 0.52% 52
2019
Q4 		$1.55M Sell
12,426
-880
-7% -$108K 0.23% 100
2019
Q3 		$1.66M Sell
13,306
-2,930
-18% -$346K 0.29% 81
2019
Q2 		$1.78K Sell
16,236
-1,624
-9% -$173K 0.27% 74
2019
Q1 		$1.86M Buy
17,860
+936
+6% +$91.1K 0.32% 72
2018
Q4 		$1.55M Buy
16,924
+851
+5% +$76.1K 0.33% 69
2018
Q3 		$1.34M Buy
+16,073
New +$1.31M 0.33% 71
2016
Q1 		$539K Sell
6,553
-100
-2% -$8.06K 0.81% 41
2015
Q4 		$528K Sell
6,653
-246
-4% -$18.8K 0.67% 41
2015
Q3 		$496K Buy
6,899
+222
+3% +$16.6K 0.7% 37
2015
Q2 		$522K Buy
6,677
+170
+3% +$13.7K 0.42% 48
2015
Q1 		$533K Sell
6,507
-1,286
-17% -$111K 0.4% 58
2014
Q4 		$709K Buy
7,793
+1,186
+18% +$104K 0.58% 36
2014
Q3 		$553K Sell
6,607
-922
-12% -$75.5K 0.41% 55
2014
Q2 		$591K Sell
7,529
-90
-1% -$7.26K 0.38% 53
2014
Q1 		$614K Buy
+7,619
New +$600K 0.45% 37

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

B. Riley Wealth Management's PG Position: Q2 2022 in Review

B. Riley Wealth Management increased its Procter & Gamble (PG) stake by 22% in Q2 2022, buying an estimated $1.16M and bringing the position to 43,267 shares worth $299K. The position accounts for 0.35% of the portfolio, ranked #22.

B. Riley Wealth Management first reported a position in PG in Q1 2014 and has held it in 25 quarters since. The position peaked at $6.17M in Q4 2021. 3,254 funds tracked by Wall St. Rank hold PG as of Q2 2022.

  • B. Riley Wealth Management held 43,267 shares of Procter & Gamble worth $299K as of Q2 2022.
  • B. Riley Wealth Management bought 7,692 Procter & Gamble shares in Q2 2022, an estimated $1.16M.
  • Procter & Gamble made up 0.35% of B. Riley Wealth Management's portfolio in Q2 2022, its #22 holding.
  • B. Riley Wealth Management first reported a position in Procter & Gamble in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's Procter & Gamble position peaked at $6.17M in Q4 2021.
  • 3,254 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.