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Ironwood Financial’s Procter & Gamble PG Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-507
Closed -$71K – 409
2021
Q3 		$71K Hold
507
– – 0.02% 171
2021
Q2 		$68K Buy
507
+50
+11% +$6.76K 0.02% 169
2021
Q1 		$62K Buy
457
+1
+0.2% +$130 0.02% 163
2020
Q4 		$64K Hold
456
– – 0.02% 156
2020
Q3 		$63K Hold
456
– – 0.03% 105
2020
Q2 		$55K Buy
456
+76
+20% +$8.86K 0.03% 105
2020
Q1 		$42K Sell
380
-1
-0.3% -$120 0.03% 96
2019
Q4 		$48K Sell
381
-99
-21% -$12.1K 0.02% 118
2019
Q3 		$60K Buy
480
+103
+27% +$12.2K 0.03% 98
2019
Q2 		$41K Buy
377
+2
+0.5% +$213 0.02% 134
2019
Q1 		$39K Buy
375
+2
+0.5% +$195 0.02% 135
2018
Q4 		$34K Buy
373
+3
+0.8% +$268 0.02% 136
2018
Q3 		$31K Buy
370
+3
+0.8% +$245 0.02% 154
2018
Q2 		$29K Buy
367
+3
+0.8% +$226 0.02% 127
2018
Q1 		$29K Buy
364
+3
+0.8% +$250 0.03% 106
2017
Q4 		$33K Buy
361
+2
+0.6% +$180 0.02% 108
2017
Q3 		$33K Hold
359
– – 0.02% 112
2017
Q2 		$31K Hold
359
– – 0.02% 108
2017
Q1 		$32K Buy
359
+3
+0.8% +$266 0.02% 104
2016
Q4 		$30K Buy
356
+2
+0.6% +$170 0.02% 111
2016
Q3 		$32K Buy
354
+2
+0.6% +$174 0.02% 109
2016
Q2 		$30K Buy
352
+3
+0.9% +$246 0.02% 114
2016
Q1 		$29K Buy
+349
New +$28.1K 0.02% 113
2015
Q3 		$25K Buy
349
+3
+0.9% +$225 0.01% 152
2015
Q2 		$27K Buy
346
+2
+0.6% +$161 0.01% 147
2015
Q1 		$28K Buy
344
+3
+0.9% +$258 0.01% 142
2014
Q4 		$31K Buy
+341
New +$30K 0.02% 120

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ironwood Financial's PG Position: Q4 2021 in Review

Ironwood Financial sold out of Procter & Gamble (PG) in Q4 2021, closing a stake of 507 shares — an estimated $71K sold.

Ironwood Financial first reported a position in PG in Q4 2014 and held it in 27 quarters. The position peaked at $71K in Q3 2021. 3,289 funds tracked by Wall St. Rank hold PG as of Q4 2021.

  • Ironwood Financial reported no remaining Procter & Gamble position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 507 Procter & Gamble shares in Q4 2021, an estimated $71K.
  • Ironwood Financial first reported a position in Procter & Gamble in Q4 2014 and held it in 27 quarters.
  • Ironwood Financial's Procter & Gamble position peaked at $71K in Q3 2021.
  • 3,289 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.