Crestone Asset Management’s Procter & Gamble PG Stock Holding History

Crestone Asset Management’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 Q2	–	Sell	-1,491	Closed	-$222K	–	79
2023 Q1	$222K	Buy	+1,491	New	+$213K	0.05%	69

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Crestone Asset Management's PG Position: Q2 2023 in Review

Crestone Asset Management sold out of Procter & Gamble (PG) in Q2 2023, closing a stake of 1,491 shares — an estimated $222K sold.

Crestone Asset Management first reported a position in PG in Q1 2023 and held it in 1 quarter. The position peaked at $222K in Q1 2023. 3,410 funds tracked by Wall St. Rank hold PG as of Q2 2023.

Crestone Asset Management reported no remaining Procter & Gamble position as of Q2 2023 after selling out during the quarter.
Crestone Asset Management sold 1,491 Procter & Gamble shares in Q2 2023, an estimated $222K.
Crestone Asset Management first reported a position in Procter & Gamble in Q1 2023 and held it in 1 quarter.
Crestone Asset Management's Procter & Gamble position peaked at $222K in Q1 2023.
3,410 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2023.

Based on Crestone Asset Management's 13F filing for Q2 2023, filed 3 Aug 2023.