FANJ
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Financial Architects (New Jersey)’s Procter & Gamble PG Stock Holding History

Financial Architects (New Jersey)’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
2017
Q2 		– Sell
-500
Closed -$45K – 1600
2017
Q1 		$45K Buy
+500
New +$44.3K 0.01% 688

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Architects (New Jersey)'s PG Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Procter & Gamble (PG) stake by 20% in Q2 2023, selling an estimated $307K and leaving 8,075 shares worth $1.23M. The position accounts for 0.18% of the portfolio, ranked #121.

Financial Architects (New Jersey) first reported a position in PG in Q2 2013 and has held it in 40 quarters since. The position peaked at $2.47M in Q3 2018. 3,410 funds tracked by Wall St. Rank hold PG as of Q2 2023.

  • Financial Architects (New Jersey) held 8,075 shares of Procter & Gamble worth $1.23M as of Q2 2023.
  • Financial Architects (New Jersey) sold 2,039 Procter & Gamble shares in Q2 2023, an estimated $307K.
  • Procter & Gamble made up 0.18% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #121 holding.
  • Financial Architects (New Jersey) first reported a position in Procter & Gamble in Q2 2013 and has held it in 40 quarters since.
  • Financial Architects (New Jersey)'s Procter & Gamble position peaked at $2.47M in Q3 2018.
  • 3,410 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.