Joseph P. Lucia & Associates’s Procter & Gamble PG Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-100	Closed	-$14K	–	359
2022 Q2	$14K	Sell	100 -14	-12%	-$2.1K	0.01%	288
2022 Q1	$17K	Buy	+114	New	+$17.8K	0.01%	285
2021 Q4	–	Sell	-114	Closed	-$16K	–	435
2021 Q3	$16K	Hold	114	–	–	0.01%	334
2021 Q2	$15K	Hold	114	–	–	0.01%	347
2021 Q1	$15K	Buy	114 +14	+14%	+$1.83K	0.01%	320
2020 Q4	$14K	Buy	+100	New	+$14K	0.01%	304
2020 Q3	–	Sell	-100	Closed	-$12K	–	358
2020 Q2	$12K	Hold	100	–	–	0.01%	300
2020 Q1	$11K	Buy	+100	New	+$12K	0.01%	282

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Joseph P. Lucia & Associates's PG Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Procter & Gamble (PG) in Q3 2022, closing a stake of 100 shares — an estimated $14K sold.

Joseph P. Lucia & Associates first reported a position in PG in Q1 2020 and held it in 8 quarters. The position peaked at $17K in Q1 2022. 3,196 funds tracked by Wall St. Rank hold PG as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Procter & Gamble position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 100 Procter & Gamble shares in Q3 2022, an estimated $14K.
Joseph P. Lucia & Associates first reported a position in Procter & Gamble in Q1 2020 and held it in 8 quarters.
Joseph P. Lucia & Associates's Procter & Gamble position peaked at $17K in Q1 2022.
3,196 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.