DB Wealth Management Group’s Procter & Gamble PG Stock Holding History

DB Wealth Management Group’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 Q4	$131K	Hold	896	–	–	0.07%	104
2023 Q3	$131K	Hold	896	–	–	0.08%	103
2023 Q2	$136K	Sell	896 -28	-3%	-$4.22K	0.08%	98
2023 Q1	$137K	Hold	924	–	–	0.09%	93
2022 Q4	$140K	Hold	924	–	–	0.09%	91
2022 Q3	$117K	Hold	924	–	–	0.08%	98
2022 Q2	$133K	Hold	924	–	–	0.09%	94
2022 Q1	$141K	Sell	924 -28	-3%	-$4.38K	0.09%	105
2021 Q4	$156K	Hold	952	–	–	0.09%	99
2021 Q3	$133K	Hold	952	–	–	0.09%	106
2021 Q2	$128K	Hold	952	–	–	0.08%	106
2021 Q1	$129K	Sell	952 -23	-2%	-$3K	0.09%	101
2020 Q4	$136K	Buy	+975	New	+$136K	0.1%	98

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

DB Wealth Management Group's PG Position: Q4 2023 in Review

DB Wealth Management Group held its Procter & Gamble (PG) position steady in Q4 2023 at 896 shares worth $131K. The position accounts for 0.07% of the portfolio, ranked #104.

DB Wealth Management Group first reported a position in PG in Q4 2020 and has held it in 13 quarters since. The position peaked at $156K in Q4 2021. 3,578 funds tracked by Wall St. Rank hold PG as of Q4 2023.

DB Wealth Management Group held 896 shares of Procter & Gamble worth $131K as of Q4 2023.
DB Wealth Management Group left its Procter & Gamble share count unchanged in Q4 2023.
Procter & Gamble made up 0.07% of DB Wealth Management Group's portfolio in Q4 2023, its #104 holding.
DB Wealth Management Group first reported a position in Procter & Gamble in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's Procter & Gamble position peaked at $156K in Q4 2021.
3,578 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.