Blue Chip Wealth Management’s Procter & Gamble PG Stock Holding History

Blue Chip 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
2020 Q3	$348K	Buy	2,502 +1	+0%	+$133	0.27%	71
2020 Q2	$299K	Buy	2,501 +2	+0.1%	+$233	0.28%	73
2020 Q1	$275K	Buy	2,499 +116	+5%	+$13.9K	0.34%	67
2019 Q4	$298K	Buy	2,383 +15	+0.6%	+$1.83K	0.28%	78
2019 Q3	$295K	Buy	2,368 +76	+3%	+$8.98K	0.31%	73
2019 Q2	$251K	Sell	2,292 -4	-0.2%	-$426	0.26%	84
2019 Q1	$239K	Buy	2,296 +2	+0.1%	+$195	0.27%	82
2018 Q4	$211K	Buy	+2,294	New	+$205K	0.28%	81
2018 Q3	–	Sell	-3,094	Closed	-$242K	–	104
2018 Q2	$242K	Sell	3,094 -810	-21%	-$61K	0.26%	91
2018 Q1	$310K	Buy	+3,904	New	+$325K	0.32%	71

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Blue Chip Wealth Management's PG Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Procter & Gamble (PG) stake by 0.04% in Q3 2020, buying an estimated $133 and bringing the position to 2,502 shares worth $348K. The position accounts for 0.27% of the portfolio, ranked #71.

Blue Chip Wealth Management first reported a position in PG in Q1 2018 and has held it in 10 quarters since. 2,731 funds tracked by Wall St. Rank hold PG as of Q3 2020.

Blue Chip Wealth Management held 2,502 shares of Procter & Gamble worth $348K as of Q3 2020.
Blue Chip Wealth Management bought 1 Procter & Gamble share in Q3 2020, an estimated $133.
Procter & Gamble made up 0.27% of Blue Chip Wealth Management's portfolio in Q3 2020, its #71 holding.
Blue Chip Wealth Management first reported a position in Procter & Gamble in Q1 2018 and has held it in 10 quarters since.
2,731 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.