BBJS Financial Advisors’s Procter & Gamble PG Stock Holding History

BBJS Financial 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
2024 Q3	$20.3K	Hold	117	–	–	0.01%	97
2024 Q2	$19.3K	Buy	+117	New	+$19.1K	0.01%	105

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

BBJS Financial Advisors's PG Position: Q3 2024 in Review

BBJS Financial Advisors held its Procter & Gamble (PG) position steady in Q3 2024 at 117 shares worth $20.3K. The position accounts for 0.01% of the portfolio, ranked #97.

BBJS Financial Advisors first reported a position in PG in Q2 2024 and has held it in 2 quarters since. 3,719 funds tracked by Wall St. Rank hold PG as of Q3 2024.

BBJS Financial Advisors held 117 shares of Procter & Gamble worth $20.3K as of Q3 2024.
BBJS Financial Advisors left its Procter & Gamble share count unchanged in Q3 2024.
Procter & Gamble made up 0.01% of BBJS Financial Advisors's portfolio in Q3 2024, its #97 holding.
BBJS Financial Advisors first reported a position in Procter & Gamble in Q2 2024 and has held it in 2 quarters since.
3,719 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.