MFGP
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Marshall Financial Group (Pennsylvania)’s Procter & Gamble PG Stock Holding History

Marshall Financial Group (Pennsylvania)’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
Q2 		– Sell
-1,639
Closed -$266K – 58
2024
Q1 		$266K Buy
+1,639
New +$257K 0.09% 49

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State Street
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s PG Position: Q2 2024 in Review

Marshall Financial Group (Pennsylvania) sold out of Procter & Gamble (PG) in Q2 2024, closing a stake of 1,639 shares — an estimated $266K sold.

Marshall Financial Group (Pennsylvania) first reported a position in PG in Q1 2024 and held it in 1 quarter. The position peaked at $266K in Q1 2024. 3,652 funds tracked by Wall St. Rank hold PG as of Q2 2024.

  • Marshall Financial Group (Pennsylvania) reported no remaining Procter & Gamble position as of Q2 2024 after selling out during the quarter.
  • Marshall Financial Group (Pennsylvania) sold 1,639 Procter & Gamble shares in Q2 2024, an estimated $266K.
  • Marshall Financial Group (Pennsylvania) first reported a position in Procter & Gamble in Q1 2024 and held it in 1 quarter.
  • Marshall Financial Group (Pennsylvania)'s Procter & Gamble position peaked at $266K in Q1 2024.
  • 3,652 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2024.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q2 2024, filed 9 Aug 2024.