Lake Point Wealth Management’s Procter & Gamble PG Stock Holding History

Lake Point 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 Q2	$693K	Hold	4,818	–	–	0.39%	15
2022 Q1	$736K	Buy	4,818 +1	+0%	+$156	0.34%	10
2021 Q4	$788K	Buy	4,817 +1	+0%	+$148	0.34%	14
2021 Q3	$673K	Sell	4,816 -1,072	-18%	-$152K	0.31%	11
2021 Q2	$794K	Buy	+5,888	New	+$797K	0.37%	11
2020 Q1	$647K	Buy	5,885 +3,557	+153%	+$427K	0.57%	14
2019 Q4	$291K	Buy	+2,328	New	+$285K	0.1%	34
2019 Q2	$307K	Hold	2,796	–	–	0.11%	28
2019 Q1	$307K	Sell	2,796 -4,422	-61%	-$430K	0.11%	28
2018 Q4	$663K	Buy	+7,218	New	+$645K	0.25%	74

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Lake Point Wealth Management's PG Position: Q2 2022 in Review

Lake Point Wealth Management held its Procter & Gamble (PG) position steady in Q2 2022 at 4,818 shares worth $693K. The position accounts for 0.39% of the portfolio, ranked #15.

Lake Point Wealth Management first reported a position in PG in Q4 2018 and has held it in 10 quarters since. The position peaked at $794K in Q2 2021. 3,254 funds tracked by Wall St. Rank hold PG as of Q2 2022.

Lake Point Wealth Management held 4,818 shares of Procter & Gamble worth $693K as of Q2 2022.
Lake Point Wealth Management left its Procter & Gamble share count unchanged in Q2 2022.
Procter & Gamble made up 0.39% of Lake Point Wealth Management's portfolio in Q2 2022, its #15 holding.
Lake Point Wealth Management first reported a position in Procter & Gamble in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Procter & Gamble position peaked at $794K in Q2 2021.
3,254 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.