KCIA
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Kingsbury Capital Investment Advisors’s Procter & Gamble PG Stock Holding History

Kingsbury Capital Investment Advisors’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 		$255K Sell
2,020
-12
-0.6% -$1.71K 0.39% 53
2022
Q2 		$292K Sell
2,032
-180
-8% -$27.1K 0.4% 57
2022
Q1 		$338K Buy
+2,212
New +$346K 0.37% 52

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kingsbury Capital Investment Advisors's PG Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors reduced its Procter & Gamble (PG) stake by 0.59% in Q3 2022, selling an estimated $1.71K and leaving 2,020 shares worth $255K. The position accounts for 0.39% of the portfolio, ranked #53.

Kingsbury Capital Investment Advisors first reported a position in PG in Q1 2022 and has held it in 3 quarters since. The position peaked at $338K in Q1 2022. 3,196 funds tracked by Wall St. Rank hold PG as of Q3 2022.

  • Kingsbury Capital Investment Advisors held 2,020 shares of Procter & Gamble worth $255K as of Q3 2022.
  • Kingsbury Capital Investment Advisors sold 12 Procter & Gamble shares in Q3 2022, an estimated $1.71K.
  • Procter & Gamble made up 0.39% of Kingsbury Capital Investment Advisors's portfolio in Q3 2022, its #53 holding.
  • Kingsbury Capital Investment Advisors first reported a position in Procter & Gamble in Q1 2022 and has held it in 3 quarters since.
  • Kingsbury Capital Investment Advisors's Procter & Gamble position peaked at $338K in Q1 2022.
  • 3,196 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.