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Chicago Wealth Management’s Procter & Gamble PG Stock Holding History

Chicago 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
2022
Q1 		– Sell
-1,232
Closed -$202K – 49
2021
Q4 		$202K Buy
+1,232
New +$183K 0.14% 46

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Chicago Wealth Management's PG Position: Q1 2022 in Review

Chicago Wealth Management sold out of Procter & Gamble (PG) in Q1 2022, closing a stake of 1,232 shares — an estimated $202K sold.

Chicago Wealth Management first reported a position in PG in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 3,290 funds tracked by Wall St. Rank hold PG as of Q1 2022.

  • Chicago Wealth Management reported no remaining Procter & Gamble position as of Q1 2022 after selling out during the quarter.
  • Chicago Wealth Management sold 1,232 Procter & Gamble shares in Q1 2022, an estimated $202K.
  • Chicago Wealth Management first reported a position in Procter & Gamble in Q4 2021 and held it in 1 quarter.
  • Chicago Wealth Management's Procter & Gamble position peaked at $202K in Q4 2021.
  • 3,290 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2022.

Based on Chicago Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.