Clear Perspectives Financial Planning’s Procter & Gamble PG Stock Holding History

Clear Perspectives Financial Planning’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	$17.8M	Buy	119,795 +11,422	+11%	+$1.63M	9.99%	1
2022 Q4	$16.4M	Sell	108,373 -9,241	-8%	-$1.3M	8.73%	2
2022 Q3	$14.8M	Buy	117,614 +5,231	+5%	+$743K	7.28%	4
2022 Q2	$16.2M	Buy	112,383 +20,161	+22%	+$3.03M	6.3%	6
2022 Q1	$14.1M	Buy	92,222 +2,442	+3%	+$382K	5.34%	7
2021 Q4	$14.7M	Buy	89,780 +2,989	+3%	+$444K	5.94%	5
2021 Q3	$12.1M	Sell	86,791 -7,174	-8%	-$1.02M	5.5%	4
2021 Q2	$12.7M	Sell	93,965 -1,422	-1%	-$192K	6.12%	4
2021 Q1	$12.9M	Sell	95,387 -6,978	-7%	-$910K	7.49%	3
2020 Q4	$14.2M	Buy	+102,365	New	+$14.3M	9.03%	1

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

Clear Perspectives Financial Planning's PG Position: Q1 2023 in Review

Clear Perspectives Financial Planning increased its Procter & Gamble (PG) stake by 11% in Q1 2023, buying an estimated $1.63M and bringing the position to 119,795 shares worth $17.8M. The position accounts for 9.99% of the portfolio, ranked #1.

Clear Perspectives Financial Planning first reported a position in PG in Q4 2020 and has held it in 10 quarters since. 3,375 funds tracked by Wall St. Rank hold PG as of Q1 2023.

Clear Perspectives Financial Planning held 119,795 shares of Procter & Gamble worth $17.8M as of Q1 2023.
Clear Perspectives Financial Planning bought 11,422 Procter & Gamble shares in Q1 2023, an estimated $1.63M.
Procter & Gamble made up 9.99% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #1 holding.
Clear Perspectives Financial Planning first reported a position in Procter & Gamble in Q4 2020 and has held it in 10 quarters since.
3,375 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.