LIWM
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Long Island Wealth Management’s Procter & Gamble PG Stock Holding History

Long Island 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
2024
Q1 		– Sell
-177
Closed -$26K – 310
2023
Q4 		$26K Buy
+177
New +$26.2K 0.02% 156

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Long Island Wealth Management's PG Position: Q1 2024 in Review

Long Island Wealth Management sold out of Procter & Gamble (PG) in Q1 2024, closing a stake of 177 shares — an estimated $26K sold.

Long Island Wealth Management first reported a position in PG in Q4 2023 and held it in 1 quarter. The position peaked at $26K in Q4 2023. 3,649 funds tracked by Wall St. Rank hold PG as of Q1 2024.

  • Long Island Wealth Management reported no remaining Procter & Gamble position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 177 Procter & Gamble shares in Q1 2024, an estimated $26K.
  • Long Island Wealth Management first reported a position in Procter & Gamble in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Procter & Gamble position peaked at $26K in Q4 2023.
  • 3,649 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.