CWM
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Catalyst Wealth Management’s Procter & Gamble PG Stock Holding History

Catalyst 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
2023
Q1 		$1.59M Buy
10,663
+446
+4% +$63.8K 1.49% 15
2022
Q4 		$1.55M Buy
+10,217
New +$1.43M 1.46% 20

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Catalyst Wealth Management's PG Position: Q1 2023 in Review

Catalyst Wealth Management increased its Procter & Gamble (PG) stake by 4.4% in Q1 2023, buying an estimated $63.8K and bringing the position to 10,663 shares worth $1.59M. The position accounts for 1.49% of the portfolio, ranked #15.

Catalyst Wealth Management first reported a position in PG in Q4 2022 and has held it in 2 quarters since. 3,378 funds tracked by Wall St. Rank hold PG as of Q1 2023.

  • Catalyst Wealth Management held 10,663 shares of Procter & Gamble worth $1.59M as of Q1 2023.
  • Catalyst Wealth Management bought 446 Procter & Gamble shares in Q1 2023, an estimated $63.8K.
  • Procter & Gamble made up 1.49% of Catalyst Wealth Management's portfolio in Q1 2023, its #15 holding.
  • Catalyst Wealth Management first reported a position in Procter & Gamble in Q4 2022 and has held it in 2 quarters since.
  • 3,378 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.