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Freedman Financial Associates’s Procter & Gamble PG Stock Holding History

Freedman Financial Associates’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
-4,739
Closed -$730K – 301
2022
Q1 		$730K Hold
4,739
– – 0.5% 30
2021
Q4 		$775K Buy
4,739
+78
+2% +$11.6K 0.53% 28
2021
Q3 		$652K Buy
4,661
+122
+3% +$17.3K 0.48% 29
2021
Q2 		$612K Hold
4,539
– – 0.46% 29
2021
Q1 		$615K Hold
4,539
– – 0.51% 27
2020
Q4 		$632K Buy
+4,539
New +$634K 0.57% 25

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Geode Capital Management
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Wellington Management Group
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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 $544B AUM 28.31% 1-Year Est. Return

Freedman Financial Associates's PG Position: Q2 2022 in Review

Freedman Financial Associates sold out of Procter & Gamble (PG) in Q2 2022, closing a stake of 4,739 shares — an estimated $730K sold.

Freedman Financial Associates first reported a position in PG in Q4 2020 and held it in 6 quarters. The position peaked at $775K in Q4 2021. 3,254 funds tracked by Wall St. Rank hold PG as of Q2 2022.

  • Freedman Financial Associates reported no remaining Procter & Gamble position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 4,739 Procter & Gamble shares in Q2 2022, an estimated $730K.
  • Freedman Financial Associates first reported a position in Procter & Gamble in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Procter & Gamble position peaked at $775K in Q4 2021.
  • 3,254 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.