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Clear Perspective Advisors’s Procter & Gamble PG Stock Holding History

Clear Perspective 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
2021
Q4 		$1.17M Sell
7,158
-159
-2% -$23.6K 0.36% 48
2021
Q3 		$1.02M Sell
7,317
-600
-8% -$85K 0.35% 54
2021
Q2 		$1.07M Sell
7,917
-466
-6% -$63.1K 0.37% 52
2021
Q1 		$1.14M Buy
8,383
+928
+12% +$121K 0.44% 44
2020
Q4 		$1.04M Buy
7,455
+198
+3% +$27.7K 0.42% 43
2020
Q3 		$1.04K Sell
7,257
-25
-0.3% -$3.32K 0.49% 40
2020
Q2 		$871K Buy
7,282
+96
+1% +$11.2K 0.48% 37
2020
Q1 		$790K Sell
7,186
-1,101
-13% -$132K 0.53% 37
2019
Q4 		$1.03M Sell
8,287
-1,347
-14% -$165K 0.64% 39
2019
Q3 		$1.2M Hold
9,634
– – 0.54% 40
2019
Q2 		$1.06M Sell
9,634
-400
-4% -$42.6K 0.68% 34
2019
Q1 		$1.07M Hold
10,034
– – 0.76% 33
2018
Q4 		$922K Sell
10,034
-550
-5% -$49.2K 0.77% 35
2018
Q3 		$881K Sell
10,584
-61
-0.6% -$4.99K 0.65% 44
2018
Q2 		$831K Buy
10,645
+25
+0.2% +$1.88K 0.58% 41
2018
Q1 		$842K Sell
10,620
-189
-2% -$15.8K 0.63% 33
2017
Q4 		$993K Sell
10,809
-176
-2% -$15.8K 0.76% 31
2017
Q3 		$999K Sell
10,985
-100
-0.9% -$9.1K 0.82% 30
2017
Q2 		$966K Sell
11,085
-375
-3% -$33.1K 0.81% 35
2017
Q1 		$1.03M Sell
11,460
-200
-2% -$17.7K 0.68% 34
2016
Q4 		$980K Buy
+11,660
New +$994K 0.65% 34

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

Clear Perspective Advisors's PG Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Procter & Gamble (PG) stake by 2.2% in Q4 2021, selling an estimated $23.6K and leaving 7,158 shares worth $1.17M. The position accounts for 0.36% of the portfolio, ranked #48.

Clear Perspective Advisors first reported a position in PG in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.2M in Q3 2019. 3,290 funds tracked by Wall St. Rank hold PG as of Q4 2021.

  • Clear Perspective Advisors held 7,158 shares of Procter & Gamble worth $1.17M as of Q4 2021.
  • Clear Perspective Advisors sold 159 Procter & Gamble shares in Q4 2021, an estimated $23.6K.
  • Procter & Gamble made up 0.36% of Clear Perspective Advisors's portfolio in Q4 2021, its #48 holding.
  • Clear Perspective Advisors first reported a position in Procter & Gamble in Q4 2016 and has held it in 21 quarters since.
  • Clear Perspective Advisors's Procter & Gamble position peaked at $1.2M in Q3 2019.
  • 3,290 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.