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Lionsbridge Wealth Management’s Procter & Gamble PG Stock Holding History

Lionsbridge 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
2020
Q1 		– Sell
-519
Closed -$63K – 240
2019
Q4 		$63K Buy
+519
New +$63.5K 0.06% 60

Other funds holding PG

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Lionsbridge Wealth Management's PG Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Procter & Gamble (PG) in Q1 2020, closing a stake of 519 shares — an estimated $63K sold.

Lionsbridge Wealth Management first reported a position in PG in Q4 2019 and held it in 1 quarter. The position peaked at $63K in Q4 2019. 2,676 funds tracked by Wall St. Rank hold PG as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Procter & Gamble position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 519 Procter & Gamble shares in Q1 2020, an estimated $63K.
  • Lionsbridge Wealth Management first reported a position in Procter & Gamble in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Procter & Gamble position peaked at $63K in Q4 2019.
  • 2,676 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.