JFG Wealth Management’s Procter & Gamble PG Stock Holding History

JFG Wealth Management’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	-1,340	Closed	-$219K	–	57
2021 Q4	$219K	Sell	1,340 -141	-10%	-$20.9K	0.08%	44
2021 Q3	$207K	Hold	1,481	–	–	0.1%	43
2021 Q2	$200K	Buy	+1,481	New	+$200K	0.09%	43
2021 Q1	–	Sell	-1,538	Closed	-$213K	–	40
2020 Q4	$213K	Buy	+1,538	New	+$215K	0.12%	43
2019 Q4	–	Sell	-2,140	Closed	-$266K	–	18
2019 Q3	$266K	Hold	2,140	–	–	0.24%	11
2019 Q2	$241K	Buy	+2,140	New	+$228K	0.2%	12

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

JFG Wealth Management's PG Position: Q1 2022 in Review

JFG Wealth Management sold out of Procter & Gamble (PG) in Q1 2022, closing a stake of 1,340 shares — an estimated $219K sold.

JFG Wealth Management first reported a position in PG in Q2 2019 and held it in 6 quarters. The position peaked at $266K in Q3 2019. 3,289 funds tracked by Wall St. Rank hold PG as of Q1 2022.

JFG Wealth Management reported no remaining Procter & Gamble position as of Q1 2022 after selling out during the quarter.
JFG Wealth Management sold 1,340 Procter & Gamble shares in Q1 2022, an estimated $219K.
JFG Wealth Management first reported a position in Procter & Gamble in Q2 2019 and held it in 6 quarters.
JFG Wealth Management's Procter & Gamble position peaked at $266K in Q3 2019.
3,289 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2022.

Based on JFG Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.