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Lighthouse Financial Advisors’s Procter & Gamble PG Stock Holding History

Lighthouse Financial 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
2021
Q1 		$2.36M Sell
17,452
-187
-1% -$24.4K 0.72% 49
2020
Q4 		$2.45M Buy
17,639
+71
+0.4% +$9.92K 0.83% 44
2020
Q3 		$2.44M Buy
17,568
+1,031
+6% +$137K 0.93% 31
2020
Q2 		$1.98M Buy
+16,537
New +$1.93M 0.83% 40
2020
Q1 		– Sell
-359
Closed -$44K – 211
2019
Q4 		$44K Buy
+359
New +$43.9K 0.02% 131

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lighthouse Financial Advisors's PG Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Procter & Gamble (PG) stake by 1.1% in Q1 2021, selling an estimated $24.4K and leaving 17,452 shares worth $2.36M. The position accounts for 0.72% of the portfolio, ranked #49.

Lighthouse Financial Advisors first reported a position in PG in Q4 2019 and has held it in 5 quarters since. The position peaked at $2.45M in Q4 2020. 2,932 funds tracked by Wall St. Rank hold PG as of Q1 2021.

  • Lighthouse Financial Advisors held 17,452 shares of Procter & Gamble worth $2.36M as of Q1 2021.
  • Lighthouse Financial Advisors sold 187 Procter & Gamble shares in Q1 2021, an estimated $24.4K.
  • Procter & Gamble made up 0.72% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #49 holding.
  • Lighthouse Financial Advisors first reported a position in Procter & Gamble in Q4 2019 and has held it in 5 quarters since.
  • Lighthouse Financial Advisors's Procter & Gamble position peaked at $2.45M in Q4 2020.
  • 2,932 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.