IronBridge Private Wealth’s Procter & Gamble PG Stock Holding History

IronBridge Private Wealth’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 Q1	–	Sell	-137	Closed	-$22K	–	223
2021 Q4	$22K	Buy	137 +1	+0.7%	+$148	0.01%	125
2021 Q3	$19K	Hold	136	–	–	0.01%	104
2021 Q2	$18K	Buy	136 +1	+0.7%	+$135	0.01%	109
2021 Q1	$18K	Buy	135 +1	+0.7%	+$130	0.01%	111
2020 Q4	$19K	Buy	+134	New	+$18.7K	0.01%	97

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IronBridge Private Wealth's PG Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Procter & Gamble (PG) in Q1 2022, closing a stake of 137 shares — an estimated $22K sold.

IronBridge Private Wealth first reported a position in PG in Q4 2020 and held it in 5 quarters. The position peaked at $22K in Q4 2021. 3,290 funds tracked by Wall St. Rank hold PG as of Q1 2022.

IronBridge Private Wealth reported no remaining Procter & Gamble position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 137 Procter & Gamble shares in Q1 2022, an estimated $22K.
IronBridge Private Wealth first reported a position in Procter & Gamble in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's Procter & Gamble position peaked at $22K in Q4 2021.
3,290 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.