Estate Counselors’s Procter & Gamble PG Stock Holding History

Estate Counselors’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 Q4	–	Sell	-399	Closed	-$50K	–	182
2022 Q3	$50K	Hold	399	–	–	0.01%	140
2022 Q2	$57K	Hold	399	–	–	0.01%	138
2022 Q1	$60K	Hold	399	–	–	0.01%	145
2021 Q4	$65K	Hold	399	–	–	0.01%	147
2021 Q3	$55K	Hold	399	–	–	0.01%	163
2021 Q2	$53K	Hold	399	–	–	0.01%	159
2021 Q1	$54K	Hold	399	–	–	0.01%	155
2020 Q4	$56K	Buy	+399	New	+$55.8K	0.01%	125
2020 Q3	–	Sell	-399	Closed	-$47K	–	136
2020 Q2	$47K	Buy	+399	New	+$46.5K	0.01%	140

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Estate Counselors's PG Position: Q4 2022 in Review

Estate Counselors sold out of Procter & Gamble (PG) in Q4 2022, closing a stake of 399 shares — an estimated $50K sold.

Estate Counselors first reported a position in PG in Q2 2020 and held it in 9 quarters. The position peaked at $65K in Q4 2021. 3,399 funds tracked by Wall St. Rank hold PG as of Q4 2022.

Estate Counselors reported no remaining Procter & Gamble position as of Q4 2022 after selling out during the quarter.
Estate Counselors sold 399 Procter & Gamble shares in Q4 2022, an estimated $50K.
Estate Counselors first reported a position in Procter & Gamble in Q2 2020 and held it in 9 quarters.
Estate Counselors's Procter & Gamble position peaked at $65K in Q4 2021.
3,399 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.