Castle Financial & Retirement Planning Associates’s Procter & Gamble PG Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$1.06M	Buy	+6,620	New	+$983K	3.59%	10

Other funds holding PG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's PG Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Procter & Gamble (PG) in Q4 2021: 6,620 shares worth $1.06M. The stake represents 3.59% of the portfolio and ranks #10 among its holdings.

3,290 funds tracked by Wall St. Rank hold PG as of Q4 2021.

Castle Financial & Retirement Planning Associates held 6,620 shares of Procter & Gamble worth $1.06M as of Q4 2021.
Procter & Gamble was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Procter & Gamble made up 3.59% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #10 holding.
3,290 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.