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Legacy Wealth Management (Tennessee)’s Procter & Gamble PG Stock Holding History

Legacy Wealth Management (Tennessee)’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 		– Sell
-1,237
Closed -$214K – 44
2024
Q3 		$214K Buy
+1,237
New +$210K 0.01% 42

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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 $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s PG Position: Q4 2024 in Review

Legacy Wealth Management (Tennessee) sold out of Procter & Gamble (PG) in Q4 2024, closing a stake of 1,237 shares — an estimated $214K sold.

Legacy Wealth Management (Tennessee) first reported a position in PG in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 4,003 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • Legacy Wealth Management (Tennessee) reported no remaining Procter & Gamble position as of Q4 2024 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 1,237 Procter & Gamble shares in Q4 2024, an estimated $214K.
  • Legacy Wealth Management (Tennessee) first reported a position in Procter & Gamble in Q3 2024 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s Procter & Gamble position peaked at $214K in Q3 2024.
  • 4,003 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q4 2024, filed 21 Jan 2025.