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Integer Wealth Advisors Group’s Procter & Gamble PG Stock Holding History

Integer Wealth Advisors Group’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
Q1 		$243K Hold
1,783
– – 0.13% 72
2020
Q4 		$250K Hold
1,783
– – 0.16% 70
2020
Q3 		$248K Buy
1,783
+70
+4% +$9.29K 0.23% 61
2020
Q2 		$210K Buy
+1,713
New +$200K 0.21% 65

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
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

Integer Wealth Advisors Group's PG Position: Q1 2021 in Review

Integer Wealth Advisors Group held its Procter & Gamble (PG) position steady in Q1 2021 at 1,783 shares worth $243K. The position accounts for 0.13% of the portfolio, ranked #72.

Integer Wealth Advisors Group first reported a position in PG in Q2 2020 and has held it in 4 quarters since. The position peaked at $250K in Q4 2020. 2,933 funds tracked by Wall St. Rank hold PG as of Q1 2021.

  • Integer Wealth Advisors Group held 1,783 shares of Procter & Gamble worth $243K as of Q1 2021.
  • Integer Wealth Advisors Group left its Procter & Gamble share count unchanged in Q1 2021.
  • Procter & Gamble made up 0.13% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #72 holding.
  • Integer Wealth Advisors Group first reported a position in Procter & Gamble in Q2 2020 and has held it in 4 quarters since.
  • Integer Wealth Advisors Group's Procter & Gamble position peaked at $250K in Q4 2020.
  • 2,933 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.