JRFS
PG icon

James Reed Financial Services’s Procter & Gamble PG Stock Holding History

James Reed Financial Services’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
-327
Closed -$53K – 127
2021
Q4 		$53K Buy
+327
New +$48.5K 0.05% 39

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

James Reed Financial Services's PG Position: Q1 2022 in Review

James Reed Financial Services sold out of Procter & Gamble (PG) in Q1 2022, closing a stake of 327 shares — an estimated $53K sold.

James Reed Financial Services first reported a position in PG in Q4 2021 and held it in 1 quarter. The position peaked at $53K in Q4 2021. 3,290 funds tracked by Wall St. Rank hold PG as of Q1 2022.

  • James Reed Financial Services reported no remaining Procter & Gamble position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 327 Procter & Gamble shares in Q1 2022, an estimated $53K.
  • James Reed Financial Services first reported a position in Procter & Gamble in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Procter & Gamble position peaked at $53K in Q4 2021.
  • 3,290 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.