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Coppell Advisory Solutions Corp’s Procter & Gamble PG Stock Holding History

Coppell Advisory Solutions Corp’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
2024
Q1 		$3.77M Buy
+23,243
New +$3.65M 0.71% 35
2023
Q1 		$2.47M Buy
16,771
+364
+2% +$52K 0.81% 26
2022
Q4 		$2.49M Buy
+16,407
New +$2.3M 0.84% 28

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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Coppell Advisory Solutions Corp's PG Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Procter & Gamble (PG) in Q1 2024: 23,243 shares worth $3.77M. The stake represents 0.71% of the portfolio and ranks #35 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in PG as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in PG in Q4 2022 and has held it in 3 quarters since. 3,648 funds tracked by Wall St. Rank hold PG as of Q1 2024.

  • Coppell Advisory Solutions Corp held 23,243 shares of Procter & Gamble worth $3.77M as of Q1 2024.
  • Procter & Gamble was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Procter & Gamble made up 0.71% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #35 holding.
  • Coppell Advisory Solutions Corp first reported a position in Procter & Gamble in Q4 2022 and has held it in 3 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.