Great Point Wealth Advisors’s Procter & Gamble PG Stock Holding History

Great Point Wealth 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
2024 Q4	–	Sell	-1,158	Closed	-$201K	–	62
2024 Q3	$201K	Buy	+1,158	New	+$197K	0.04%	61
2022 Q4	–	Sell	-1,654	Closed	-$209K	–	64
2022 Q3	$209K	Hold	1,654	–	–	0.08%	62
2022 Q2	$238K	Sell	1,654 -200	-11%	-$30.1K	0.08%	62
2022 Q1	$283K	Sell	1,854 -198	-10%	-$31K	0.09%	53
2021 Q4	$336K	Sell	2,052 -114	-5%	-$16.9K	0.1%	49
2021 Q3	$303K	Buy	2,166 +314	+17%	+$44.5K	0.1%	46
2021 Q2	$250K	Sell	1,852 -1	-0.1%	-$135	0.09%	49
2021 Q1	$251K	Buy	+1,853	New	+$242K	0.1%	44

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

Norges Bank Oslo, Norway $935B AUM

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Great Point Wealth Advisors's PG Position: Q4 2024 in Review

Great Point Wealth Advisors sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 1,158 shares — an estimated $201K sold.

Great Point Wealth Advisors first reported a position in PG in Q1 2021 and held it in 8 quarters. The position peaked at $336K in Q4 2021. 4,002 funds tracked by Wall St. Rank hold PG as of Q4 2024.

Great Point Wealth Advisors reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
Great Point Wealth Advisors sold 1,158 Procter & Gamble shares in Q4 2024, an estimated $201K.
Great Point Wealth Advisors first reported a position in Procter & Gamble in Q1 2021 and held it in 8 quarters.
Great Point Wealth Advisors's Procter & Gamble position peaked at $336K in Q4 2021.
4,002 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Great Point Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.