Kerntke Otto McGlone Wealth Management Group’s Procter & Gamble PG Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 Q3	–	Sell	-7,286	Closed	-$983K	–	107
2021 Q2	$983K	Buy	7,286 +377	+5%	+$51K	0.39%	43
2021 Q1	$936K	Buy	6,909 +141	+2%	+$18.4K	0.49%	45
2020 Q4	$942K	Buy	6,768 +279	+4%	+$39K	0.56%	41
2020 Q3	$902K	Buy	6,489 +5	+0.1%	+$664	0.66%	39
2020 Q2	$775K	Sell	6,484 -62	-0.9%	-$7.23K	0.71%	39
2020 Q1	$720K	Buy	6,546 +7	+0.1%	+$840	0.81%	34
2019 Q4	$817K	Buy	+6,539	New	+$800K	0.69%	40

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

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

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

Norges Bank Oslo, Norway $935B AUM

Kerntke Otto McGlone Wealth Management Group's PG Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Procter & Gamble (PG) in Q3 2021, closing a stake of 7,286 shares — an estimated $983K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in PG in Q4 2019 and held it in 7 quarters. The position peaked at $983K in Q2 2021. 2,938 funds tracked by Wall St. Rank hold PG as of Q3 2021.

Kerntke Otto McGlone Wealth Management Group reported no remaining Procter & Gamble position as of Q3 2021 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 7,286 Procter & Gamble shares in Q3 2021, an estimated $983K.
Kerntke Otto McGlone Wealth Management Group first reported a position in Procter & Gamble in Q4 2019 and held it in 7 quarters.
Kerntke Otto McGlone Wealth Management Group's Procter & Gamble position peaked at $983K in Q2 2021.
2,938 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.