Concorde Financial’s Procter & Gamble PG Stock Holding History

Concorde Financial’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	-334	Closed	-$55K	–	114
2021 Q4	$55K	Buy	+334	New	+$49.6K	0.03%	51

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concorde Financial's PG Position: Q1 2022 in Review

Concorde Financial sold out of Procter & Gamble (PG) in Q1 2022, closing a stake of 334 shares — an estimated $55K sold.

Concorde Financial first reported a position in PG in Q4 2021 and held it in 1 quarter. The position peaked at $55K in Q4 2021. 3,290 funds tracked by Wall St. Rank hold PG as of Q1 2022.

Concorde Financial reported no remaining Procter & Gamble position as of Q1 2022 after selling out during the quarter.
Concorde Financial sold 334 Procter & Gamble shares in Q1 2022, an estimated $55K.
Concorde Financial first reported a position in Procter & Gamble in Q4 2021 and held it in 1 quarter.
Concorde Financial's Procter & Gamble position peaked at $55K in Q4 2021.
3,290 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2022.

Based on Concorde Financial's 13F filing for Q1 2022, filed 16 May 2022.