Goodwin Investment Advisory’s Procter & Gamble PG Stock Holding History

Goodwin Investment Advisory’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	-516	Closed	-$78.2K	–	179
2022 Q4	$78.2K	Hold	516	–	–	0.06%	69
2022 Q3	$65K	Buy	516 +467	+953%	+$66.3K	0.05%	75
2022 Q2	$7.05K	Sell	49 -518	-91%	-$77.9K	0.01%	120
2022 Q1	$86K	Buy	567 +256	+82%	+$40.1K	0.06%	60
2021 Q4	$51K	Hold	311	–	–	0.04%	77
2021 Q3	$43K	Hold	311	–	–	0.04%	79
2021 Q2	$42K	Sell	311 -9	-3%	-$1.22K	0.05%	78
2021 Q1	$43K	Buy	+320	New	+$41.8K	0.05%	81

Other funds holding PG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goodwin Investment Advisory's PG Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Procter & Gamble (PG) in Q1 2023, closing a stake of 516 shares — an estimated $78.2K sold.

Goodwin Investment Advisory first reported a position in PG in Q1 2021 and held it in 8 quarters. The position peaked at $86K in Q1 2022. 3,376 funds tracked by Wall St. Rank hold PG as of Q1 2023.

Goodwin Investment Advisory reported no remaining Procter & Gamble position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 516 Procter & Gamble shares in Q1 2023, an estimated $78.2K.
Goodwin Investment Advisory first reported a position in Procter & Gamble in Q1 2021 and held it in 8 quarters.
Goodwin Investment Advisory's Procter & Gamble position peaked at $86K in Q1 2022.
3,376 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.