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Dixon Hughes Goodman Wealth Advisors’s Procter & Gamble PG Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$6.87M Buy
44,988
+7,042
+19% +$1.1M 1.97% 8
2021
Q4 		$6.21M Buy
+37,946
New +$5.63M 2.02% 7

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's PG Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Procter & Gamble (PG) stake by 19% in Q1 2022, buying an estimated $1.1M and bringing the position to 44,988 shares worth $6.87M. The position accounts for 1.97% of the portfolio, ranked #8.

Dixon Hughes Goodman Wealth Advisors first reported a position in PG in Q4 2021 and has held it in 2 quarters since. 3,289 funds tracked by Wall St. Rank hold PG as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 44,988 shares of Procter & Gamble worth $6.87M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 7,042 Procter & Gamble shares in Q1 2022, an estimated $1.1M.
  • Procter & Gamble made up 1.97% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #8 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Procter & Gamble in Q4 2021 and has held it in 2 quarters since.
  • 3,289 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.