BlueChip Wealth Advisors’s Procter & Gamble PG Stock Holding History

BlueChip Wealth 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	–	Sell	-1,508	Closed	-$249K	–	153
2024 Q2	$249K	Buy	+1,508	New	+$247K	0.15%	122

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Norges Bank Oslo, Norway $1T AUM

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

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

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

BlueChip Wealth Advisors's PG Position: Q3 2024 in Review

BlueChip Wealth Advisors sold out of Procter & Gamble (PG) in Q3 2024, closing a stake of 1,508 shares — an estimated $249K sold.

BlueChip Wealth Advisors first reported a position in PG in Q2 2024 and held it in 1 quarter. The position peaked at $249K in Q2 2024. 3,726 funds tracked by Wall St. Rank hold PG as of Q3 2024.

BlueChip Wealth Advisors reported no remaining Procter & Gamble position as of Q3 2024 after selling out during the quarter.
BlueChip Wealth Advisors sold 1,508 Procter & Gamble shares in Q3 2024, an estimated $249K.
BlueChip Wealth Advisors first reported a position in Procter & Gamble in Q2 2024 and held it in 1 quarter.
BlueChip Wealth Advisors's Procter & Gamble position peaked at $249K in Q2 2024.
3,726 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.