FP
PG icon

Fiduciary Planning’s Procter & Gamble PG Stock Holding History

Fiduciary Planning’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
-920
Closed -$125K – 210
2021
Q1 		$125K Sell
920
-10,801
-92% -$1.41M 0.19% 48
2020
Q4 		$1.63M Buy
11,721
+932
+9% +$130K 2.3% 19
2020
Q3 		$1.5M Buy
10,789
+670
+7% +$89K 2.47% 13
2020
Q2 		$1.33M Buy
+10,119
New +$1.18M 2.92% 8

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fiduciary Planning's PG Position: Q2 2021 in Review

Fiduciary Planning sold out of Procter & Gamble (PG) in Q2 2021, closing a stake of 920 shares — an estimated $125K sold.

Fiduciary Planning first reported a position in PG in Q2 2020 and held it in 4 quarters. The position peaked at $1.63M in Q4 2020. 2,934 funds tracked by Wall St. Rank hold PG as of Q2 2021.

  • Fiduciary Planning reported no remaining Procter & Gamble position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 920 Procter & Gamble shares in Q2 2021, an estimated $125K.
  • Fiduciary Planning first reported a position in Procter & Gamble in Q2 2020 and held it in 4 quarters.
  • Fiduciary Planning's Procter & Gamble position peaked at $1.63M in Q4 2020.
  • 2,934 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.