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BCR Wealth Strategies’s Procter & Gamble PG Stock Holding History

BCR Wealth Strategies’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
Q4 		– Sell
-450
Closed -$57K – 74
2022
Q3 		$57K Hold
450
– – 0.06% 34
2022
Q2 		$65K Hold
450
– – 0.07% 31
2022
Q1 		$69K Hold
450
– – 0.07% 31
2021
Q4 		$74K Buy
+450
New +$66.8K 0.07% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BCR Wealth Strategies's PG Position: Q4 2022 in Review

BCR Wealth Strategies sold out of Procter & Gamble (PG) in Q4 2022, closing a stake of 450 shares — an estimated $57K sold.

BCR Wealth Strategies first reported a position in PG in Q4 2021 and held it in 4 quarters. The position peaked at $74K in Q4 2021. 3,399 funds tracked by Wall St. Rank hold PG as of Q4 2022.

  • BCR Wealth Strategies reported no remaining Procter & Gamble position as of Q4 2022 after selling out during the quarter.
  • BCR Wealth Strategies sold 450 Procter & Gamble shares in Q4 2022, an estimated $57K.
  • BCR Wealth Strategies first reported a position in Procter & Gamble in Q4 2021 and held it in 4 quarters.
  • BCR Wealth Strategies's Procter & Gamble position peaked at $74K in Q4 2021.
  • 3,399 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on BCR Wealth Strategies's 13F filing for Q4 2022, filed 30 Jan 2023.