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Criterion Capital Advisors’s Procter & Gamble PG Stock Holding History

Criterion Capital 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
2024
Q4 		$37.6K Hold
228
– – 0.02% 157
2024
Q3 		$37.6K Hold
228
– – 0.02% 157
2024
Q2 		$37.6K Hold
228
– – 0.02% 157
2024
Q1 		$37K Hold
228
– – 0.02% 162
2023
Q4 		$33.4K Buy
+228
New +$33.8K 0.02% 171

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Criterion Capital Advisors's PG Position: Q4 2024 in Review

Criterion Capital Advisors held its Procter & Gamble (PG) position steady in Q4 2024 at 228 shares worth $37.6K. The position accounts for 0.02% of the portfolio, ranked #157.

Criterion Capital Advisors first reported a position in PG in Q4 2023 and has held it in 5 quarters since. 4,002 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • Criterion Capital Advisors held 228 shares of Procter & Gamble worth $37.6K as of Q4 2024.
  • Criterion Capital Advisors left its Procter & Gamble share count unchanged in Q4 2024.
  • Procter & Gamble made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #157 holding.
  • Criterion Capital Advisors first reported a position in Procter & Gamble in Q4 2023 and has held it in 5 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.