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Caliber Wealth Management (Utah)’s Procter & Gamble PG Stock Holding History

Caliber Wealth Management (Utah)’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
2023
Q1 		– Sell
-2,164
Closed -$328K – 82
2022
Q4 		$328K Buy
+2,164
New +$303K 0.25% 71

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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Caliber Wealth Management (Utah)'s PG Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Procter & Gamble (PG) in Q1 2023, closing a stake of 2,164 shares — an estimated $328K sold.

Caliber Wealth Management (Utah) first reported a position in PG in Q4 2022 and held it in 1 quarter. The position peaked at $328K in Q4 2022. 3,376 funds tracked by Wall St. Rank hold PG as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining Procter & Gamble position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 2,164 Procter & Gamble shares in Q1 2023, an estimated $328K.
  • Caliber Wealth Management (Utah) first reported a position in Procter & Gamble in Q4 2022 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s Procter & Gamble position peaked at $328K in Q4 2022.
  • 3,376 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.