Foresight Wealth Management’s Procter & Gamble PG Stock Holding History

Foresight Wealth Management’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 Q1	–	Sell	-1,464	Closed	-$204K	–	127
2020 Q4	$204K	Sell	1,464 -340	-19%	-$47.5K	0.05%	107
2020 Q3	$251K	Sell	1,804 -38	-2%	-$5.04K	0.08%	77
2020 Q2	$220K	Buy	+1,842	New	+$215K	0.1%	85
2020 Q1	–	Sell	-1,752	Closed	-$219K	–	118
2019 Q4	$219K	Sell	1,752 -164	-9%	-$20.1K	0.13%	90
2019 Q3	$238K	Sell	1,916 -19	-1%	-$2.25K	0.17%	85
2019 Q2	$212K	Buy	+1,935	New	+$206K	0.16%	95

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Foresight Wealth Management's PG Position: Q1 2021 in Review

Foresight Wealth Management sold out of Procter & Gamble (PG) in Q1 2021, closing a stake of 1,464 shares — an estimated $204K sold.

Foresight Wealth Management first reported a position in PG in Q2 2019 and held it in 6 quarters. The position peaked at $251K in Q3 2020. 2,932 funds tracked by Wall St. Rank hold PG as of Q1 2021.

Foresight Wealth Management reported no remaining Procter & Gamble position as of Q1 2021 after selling out during the quarter.
Foresight Wealth Management sold 1,464 Procter & Gamble shares in Q1 2021, an estimated $204K.
Foresight Wealth Management first reported a position in Procter & Gamble in Q2 2019 and held it in 6 quarters.
Foresight Wealth Management's Procter & Gamble position peaked at $251K in Q3 2020.
2,932 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2021.

Based on Foresight Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.