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DDFG Inc’s Procter & Gamble PG Stock Holding History

DDFG Inc’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
Q3 		– Sell
-1,302
Closed -$215K – 82
2024
Q2 		$215K Buy
1,302
+5
+0.4% +$817 0.07% 71
2024
Q1 		$210K Buy
+1,297
New +$203K 0.07% 67
2023
Q4 		– Sell
-1,516
Closed -$221K – 75
2023
Q3 		$221K Buy
1,516
+6
+0.4% +$916 0.08% 65
2023
Q2 		$229K Buy
1,510
+7
+0.5% +$1.05K 0.08% 64
2023
Q1 		$224K Sell
1,503
-8
-0.5% -$1.14K 0.09% 66
2022
Q4 		$229K Buy
+1,511
New +$212K 0.09% 62

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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DDFG Inc's PG Position: Q3 2024 in Review

DDFG Inc sold out of Procter & Gamble (PG) in Q3 2024, closing a stake of 1,302 shares — an estimated $215K sold.

DDFG Inc first reported a position in PG in Q4 2022 and held it in 6 quarters. The position peaked at $229K in Q2 2023. 3,719 funds tracked by Wall St. Rank hold PG as of Q3 2024.

  • DDFG Inc reported no remaining Procter & Gamble position as of Q3 2024 after selling out during the quarter.
  • DDFG Inc sold 1,302 Procter & Gamble shares in Q3 2024, an estimated $215K.
  • DDFG Inc first reported a position in Procter & Gamble in Q4 2022 and held it in 6 quarters.
  • DDFG Inc's Procter & Gamble position peaked at $229K in Q2 2023.
  • 3,719 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on DDFG Inc's 13F filing for Q3 2024, filed 8 Nov 2024.