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Kiely Wealth Advisory Group’s Procter & Gamble PG Stock Holding History

Kiely Wealth Advisory 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
2024
Q4 		$303K Hold
1,808
– – 0.19% 45
2024
Q3 		$301K Hold
1,808
– – 0.19% 43
2024
Q2 		$309K Buy
1,808
+198
+12% +$32.4K 0.17% 30
2024
Q1 		$259K Hold
1,610
– – 0.15% 33
2023
Q4 		$251K Buy
+1,610
New +$238K 0.15% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kiely Wealth Advisory Group's PG Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Procter & Gamble (PG) position steady in Q4 2024 at 1,808 shares worth $303K. The position accounts for 0.19% of the portfolio, ranked #45.

Kiely Wealth Advisory Group first reported a position in PG in Q4 2023 and has held it in 5 quarters since. The position peaked at $309K in Q2 2024. 4,002 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,808 shares of Procter & Gamble worth $303K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Procter & Gamble share count unchanged in Q4 2024.
  • Procter & Gamble made up 0.19% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #45 holding.
  • Kiely Wealth Advisory Group first reported a position in Procter & Gamble in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Procter & Gamble position peaked at $309K in Q2 2024.
  • 4,002 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.