Clarus Wealth Advisors’s Procter & Gamble PG Stock Holding History

Clarus Wealth Advisors’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	-3,923	Closed	-$596K	–	143
2022 Q4	$596K	Buy	+3,923	New	+$550K	0.39%	51
2020 Q4	–	Sell	-2,043	Closed	-$285K	–	144
2020 Q3	$285K	Sell	2,043 -417	-17%	-$55.4K	0.22%	98
2020 Q2	$301K	Sell	2,460 -2,432	-50%	-$284K	0.25%	85
2020 Q1	$563K	Sell	4,892 -246	-5%	-$29.5K	0.56%	51
2019 Q4	$636K	Sell	5,138 -337	-6%	-$41.2K	0.42%	68
2019 Q3	$681K	Sell	5,475 -414	-7%	-$48.9K	0.5%	43
2019 Q2	$646K	Buy	5,889 +290	+5%	+$30.9K	0.47%	32
2019 Q1	$583K	Buy	5,599 +2,173	+63%	+$212K	0.44%	33
2018 Q4	$315K	Buy	3,426 +464	+16%	+$41.5K	0.5%	35
2018 Q3	$247K	Buy	2,962 +789	+36%	+$64.5K	0.16%	95
2018 Q2	$172K	Buy	+2,173	New	+$164K	0.13%	131
2018 Q1	–	Sell	-2,286	Closed	-$210K	–	142
2017 Q4	$210K	Buy	+2,286	New	+$206K	0.2%	101

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clarus Wealth Advisors's PG Position: Q1 2023 in Review

Clarus Wealth Advisors sold out of Procter & Gamble (PG) in Q1 2023, closing a stake of 3,923 shares — an estimated $596K sold.

Clarus Wealth Advisors first reported a position in PG in Q4 2017 and held it in 12 quarters. The position peaked at $681K in Q3 2019. 3,375 funds tracked by Wall St. Rank hold PG as of Q1 2023.

Clarus Wealth Advisors reported no remaining Procter & Gamble position as of Q1 2023 after selling out during the quarter.
Clarus Wealth Advisors sold 3,923 Procter & Gamble shares in Q1 2023, an estimated $596K.
Clarus Wealth Advisors first reported a position in Procter & Gamble in Q4 2017 and held it in 12 quarters.
Clarus Wealth Advisors's Procter & Gamble position peaked at $681K in Q3 2019.
3,375 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.

Based on Clarus Wealth Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.