Goldstein Advisors’s Procter & Gamble PG Stock Holding History

Goldstein Advisors’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
2023 Q1	–	Sell	-5,165	Closed	-$783K	–	167
2022 Q4	$783K	Buy	+5,165	New	+$724K	0.19%	55

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldstein Advisors's PG Position: Q1 2023 in Review

Goldstein Advisors sold out of Procter & Gamble (PG) in Q1 2023, closing a stake of 5,165 shares — an estimated $783K sold.

Goldstein Advisors first reported a position in PG in Q4 2022 and held it in 1 quarter. The position peaked at $783K in Q4 2022. 3,378 funds tracked by Wall St. Rank hold PG as of Q1 2023.

Goldstein Advisors reported no remaining Procter & Gamble position as of Q1 2023 after selling out during the quarter.
Goldstein Advisors sold 5,165 Procter & Gamble shares in Q1 2023, an estimated $783K.
Goldstein Advisors first reported a position in Procter & Gamble in Q4 2022 and held it in 1 quarter.
Goldstein Advisors's Procter & Gamble position peaked at $783K in Q4 2022.
3,378 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.

Based on Goldstein Advisors's 13F filing for Q1 2023, filed 9 May 2023.