Emerson Wealth’s Procter & Gamble PG Stock Holding History

Emerson Wealth’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
2021 Q2	–	Sell	-195	Closed	-$26K	–	43
2021 Q1	$26K	Buy	+195	New	+$25.4K	0.02%	34

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Emerson Wealth's PG Position: Q2 2021 in Review

Emerson Wealth sold out of Procter & Gamble (PG) in Q2 2021, closing a stake of 195 shares — an estimated $26K sold.

Emerson Wealth first reported a position in PG in Q1 2021 and held it in 1 quarter. The position peaked at $26K in Q1 2021. 2,933 funds tracked by Wall St. Rank hold PG as of Q2 2021.

Emerson Wealth reported no remaining Procter & Gamble position as of Q2 2021 after selling out during the quarter.
Emerson Wealth sold 195 Procter & Gamble shares in Q2 2021, an estimated $26K.
Emerson Wealth first reported a position in Procter & Gamble in Q1 2021 and held it in 1 quarter.
Emerson Wealth's Procter & Gamble position peaked at $26K in Q1 2021.
2,933 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2021.

Based on Emerson Wealth's 13F filing for Q2 2021, filed 4 Aug 2021.