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HC Financial Advisors’s Procter & Gamble PG Stock Holding History

HC Financial 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
2022
Q2 		$1.54M Sell
10,731
-333
-3% -$50K 1.03% 37
2022
Q1 		$1.69M Sell
11,064
-282
-2% -$44.1K 1.01% 37
2021
Q4 		$1.86M Sell
11,346
-12
-0.1% -$1.78K 1.03% 38
2021
Q3 		$1.59M Sell
11,358
-119
-1% -$16.9K 0.95% 40
2021
Q2 		$1.55M Sell
11,477
-765
-6% -$104K 0.9% 41
2021
Q1 		$1.66M Sell
12,242
-285
-2% -$37.2K 1.01% 37
2020
Q4 		$1.74M Sell
12,527
-778
-6% -$109K 1.12% 35
2020
Q3 		$1.85M Sell
13,305
-457
-3% -$60.7K 1.32% 27
2020
Q2 		$1.65M Sell
13,762
-107
-0.8% -$12.5K 1.29% 30
2020
Q1 		$1.53M Buy
13,869
+247
+2% +$29.6K 1.36% 25
2019
Q4 		$1.7M Sell
13,622
-221
-2% -$27K 1.34% 29
2019
Q3 		$1.72M Sell
13,843
-882
-6% -$104K 1.48% 29
2019
Q2 		$1.61M Sell
14,725
-463
-3% -$49.4K 1.61% 31
2019
Q1 		$1.58M Buy
+15,188
New +$1.48M 1.66% 31
2018
Q4 		– Sell
-16,306
Closed -$1.36M – 52
2018
Q3 		$1.36M Buy
16,306
+2,385
+17% +$195K 1.2% 38
2018
Q2 		$1.09M Sell
13,921
-4,063
-23% -$306K 1.06% 42
2018
Q1 		$1.43M Sell
17,984
-933
-5% -$77.8K 1.41% 30
2017
Q4 		$1.74M Buy
+18,917
New +$1.7M 1.68% 27

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

HC Financial Advisors's PG Position: Q2 2022 in Review

HC Financial Advisors reduced its Procter & Gamble (PG) stake by 3% in Q2 2022, selling an estimated $50K and leaving 10,731 shares worth $1.54M. The position accounts for 1.03% of the portfolio, ranked #37.

HC Financial Advisors first reported a position in PG in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.86M in Q4 2021. 3,255 funds tracked by Wall St. Rank hold PG as of Q2 2022.

  • HC Financial Advisors held 10,731 shares of Procter & Gamble worth $1.54M as of Q2 2022.
  • HC Financial Advisors sold 333 Procter & Gamble shares in Q2 2022, an estimated $50K.
  • Procter & Gamble made up 1.03% of HC Financial Advisors's portfolio in Q2 2022, its #37 holding.
  • HC Financial Advisors first reported a position in Procter & Gamble in Q4 2017 and has held it in 18 quarters since.
  • HC Financial Advisors's Procter & Gamble position peaked at $1.86M in Q4 2021.
  • 3,255 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.