FPOC
PG icon

Financial Planners of Cleveland’s Procter & Gamble PG Stock Holding History

Financial Planners of Cleveland’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
Q2 		– Sell
-1,381
Closed -$211K – 35
2022
Q1 		$211K Sell
1,381
-1,425
-51% -$223K 0.09% 51
2021
Q4 		$443K Buy
+2,806
New +$417K 0.18% 43

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Planners of Cleveland's PG Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of Procter & Gamble (PG) in Q2 2022, closing a stake of 1,381 shares — an estimated $211K sold.

Financial Planners of Cleveland first reported a position in PG in Q4 2021 and held it in 2 quarters. The position peaked at $443K in Q4 2021. 3,255 funds tracked by Wall St. Rank hold PG as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining Procter & Gamble position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 1,381 Procter & Gamble shares in Q2 2022, an estimated $211K.
  • Financial Planners of Cleveland first reported a position in Procter & Gamble in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's Procter & Gamble position peaked at $443K in Q4 2021.
  • 3,255 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.