Elevate Wealth Advisory’s Procter & Gamble PG Stock Holding History

Elevate Wealth Advisory’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 Q1	–	Sell	-8,207	Closed	-$1.2M	–	112
2023 Q4	$1.2M	Buy	+8,207	New	+$1.22M	1.1%	24

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Elevate Wealth Advisory's PG Position: Q1 2024 in Review

Elevate Wealth Advisory sold out of Procter & Gamble (PG) in Q1 2024, closing a stake of 8,207 shares — an estimated $1.2M sold.

Elevate Wealth Advisory first reported a position in PG in Q4 2023 and held it in 1 quarter. The position peaked at $1.2M in Q4 2023. 3,648 funds tracked by Wall St. Rank hold PG as of Q1 2024.

Elevate Wealth Advisory reported no remaining Procter & Gamble position as of Q1 2024 after selling out during the quarter.
Elevate Wealth Advisory sold 8,207 Procter & Gamble shares in Q1 2024, an estimated $1.2M.
Elevate Wealth Advisory first reported a position in Procter & Gamble in Q4 2023 and held it in 1 quarter.
Elevate Wealth Advisory's Procter & Gamble position peaked at $1.2M in Q4 2023.
3,648 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2024.

Based on Elevate Wealth Advisory's 13F filing for Q1 2024, filed 2 May 2024.