GWA
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Guidant Wealth Advisors’s Procter & Gamble PG Stock Holding History

Guidant 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
2019
Q3 		$328K Buy
2,637
+1
+0% +$118 0.12% 88
2019
Q2 		$289K Buy
2,636
+16
+0.6% +$1.71K 0.11% 95
2019
Q1 		$273K Buy
2,620
+1,402
+115% +$136K 0.11% 95
2018
Q4 		$111K Sell
1,218
-11
-0.9% -$983 0.05% 96
2018
Q3 		$102K Buy
1,229
+16
+1% +$1.31K 0.04% 59
2018
Q2 		$94K Sell
1,213
-28
-2% -$2.11K 0.04% 60
2018
Q1 		$96K Buy
1,241
+33
+3% +$2.75K 0.04% 55
2017
Q4 		$110K Buy
1,208
+2
+0.2% +$180 0.05% 55
2017
Q3 		$111K Buy
1,206
+2
+0.2% +$182 0.08% 49
2017
Q2 		$104K Buy
1,204
+2
+0.2% +$176 0.05% 81
2017
Q1 		$108K Buy
1,202
+1,089
+964% +$96.6K 0.06% 81
2016
Q4 		$9K Sell
113
-287
-72% -$24.5K 0.01% 169
2016
Q3 		$35K Buy
+400
New +$34.7K 0.02% 108

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guidant Wealth Advisors's PG Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Procter & Gamble (PG) stake by 0.04% in Q3 2019, buying an estimated $118 and bringing the position to 2,637 shares worth $328K. The position accounts for 0.12% of the portfolio, ranked #88.

Guidant Wealth Advisors first reported a position in PG in Q3 2016 and has held it in 13 quarters since. 2,489 funds tracked by Wall St. Rank hold PG as of Q3 2019.

  • Guidant Wealth Advisors held 2,637 shares of Procter & Gamble worth $328K as of Q3 2019.
  • Guidant Wealth Advisors bought 1 Procter & Gamble share in Q3 2019, an estimated $118.
  • Procter & Gamble made up 0.12% of Guidant Wealth Advisors's portfolio in Q3 2019, its #88 holding.
  • Guidant Wealth Advisors first reported a position in Procter & Gamble in Q3 2016 and has held it in 13 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.