Legacy Wealth Asset Management’s Procter & Gamble PG Stock Holding History

Legacy Wealth Asset 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 Q3	–	Sell	-6,525	Closed	-$938K	–	351
2022 Q2	$938K	Buy	6,525 +21	+0.3%	+$3.16K	0.38%	85
2022 Q1	$994K	Buy	6,504 +167	+3%	+$26.1K	0.35%	98
2021 Q4	$1.04M	Buy	6,337 +399	+7%	+$59.2K	0.35%	96
2021 Q3	$830K	Buy	5,938 +88	+2%	+$12.5K	0.38%	101
2021 Q2	$789K	Buy	5,850 +155	+3%	+$21K	0.35%	115
2021 Q1	$771K	Buy	5,695 +133	+2%	+$17.4K	0.36%	106
2020 Q4	$774K	Buy	+5,562	New	+$777K	0.39%	89

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

Legacy Wealth Asset Management's PG Position: Q3 2022 in Review

Legacy Wealth Asset Management sold out of Procter & Gamble (PG) in Q3 2022, closing a stake of 6,525 shares — an estimated $938K sold.

Legacy Wealth Asset Management first reported a position in PG in Q4 2020 and held it in 7 quarters. The position peaked at $1.04M in Q4 2021. 3,196 funds tracked by Wall St. Rank hold PG as of Q3 2022.

Legacy Wealth Asset Management reported no remaining Procter & Gamble position as of Q3 2022 after selling out during the quarter.
Legacy Wealth Asset Management sold 6,525 Procter & Gamble shares in Q3 2022, an estimated $938K.
Legacy Wealth Asset Management first reported a position in Procter & Gamble in Q4 2020 and held it in 7 quarters.
Legacy Wealth Asset Management's Procter & Gamble position peaked at $1.04M in Q4 2021.
3,196 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2022.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2022, filed 14 Oct 2022.