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Insight Wealth Strategies’s Procter & Gamble PG Stock Holding History

Insight Wealth Strategies’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
2021
Q2 		– Sell
-2,764
Closed -$374K – 221
2021
Q1 		$374K Sell
2,764
-250
-8% -$32.6K 0.05% 159
2020
Q4 		$419K Sell
3,014
-640
-18% -$89.4K 0.07% 127
2020
Q3 		$508K Sell
3,654
-549
-13% -$72.9K 0.09% 99
2020
Q2 		$503K Buy
4,203
+98
+2% +$11.4K 0.11% 85
2020
Q1 		$452K Buy
4,105
+318
+8% +$38.2K 0.12% 84
2019
Q4 		$473K Buy
3,787
+971
+34% +$119K 0.1% 130
2019
Q3 		$350K Buy
2,816
+748
+36% +$88.4K 0.08% 145
2019
Q2 		$227K Buy
+2,068
New +$220K 0.06% 149

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Insight Wealth Strategies's PG Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Procter & Gamble (PG) in Q2 2021, closing a stake of 2,764 shares — an estimated $374K sold.

Insight Wealth Strategies first reported a position in PG in Q2 2019 and held it in 8 quarters. The position peaked at $508K in Q3 2020. 2,934 funds tracked by Wall St. Rank hold PG as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Procter & Gamble position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 2,764 Procter & Gamble shares in Q2 2021, an estimated $374K.
  • Insight Wealth Strategies first reported a position in Procter & Gamble in Q2 2019 and held it in 8 quarters.
  • Insight Wealth Strategies's Procter & Gamble position peaked at $508K in Q3 2020.
  • 2,934 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.