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Capstone Triton Financial Group’s Procter & Gamble PG Stock Holding History

Capstone Triton Financial Group’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
2021
Q1 		– Sell
-384
Closed -$53K – 260
2020
Q4 		$53K Buy
+384
New +$53.7K 0.03% 196

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capstone Triton Financial Group's PG Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Procter & Gamble (PG) in Q1 2021, closing a stake of 384 shares — an estimated $53K sold.

Capstone Triton Financial Group first reported a position in PG in Q4 2020 and held it in 1 quarter. The position peaked at $53K in Q4 2020. 2,933 funds tracked by Wall St. Rank hold PG as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Procter & Gamble position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 384 Procter & Gamble shares in Q1 2021, an estimated $53K.
  • Capstone Triton Financial Group first reported a position in Procter & Gamble in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Procter & Gamble position peaked at $53K in Q4 2020.
  • 2,933 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.