MWM
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McNaughton Wealth Management’s Procter & Gamble PG Stock Holding History

McNaughton 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
2021
Q1 		– Sell
-1,452
Closed -$202K – 52
2020
Q4 		$202K Buy
+1,452
New +$203K 0.16% 48

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

McNaughton Wealth Management's PG Position: Q1 2021 in Review

McNaughton Wealth Management sold out of Procter & Gamble (PG) in Q1 2021, closing a stake of 1,452 shares — an estimated $202K sold.

McNaughton Wealth Management first reported a position in PG in Q4 2020 and held it in 1 quarter. The position peaked at $202K in Q4 2020. 2,933 funds tracked by Wall St. Rank hold PG as of Q1 2021.

  • McNaughton Wealth Management reported no remaining Procter & Gamble position as of Q1 2021 after selling out during the quarter.
  • McNaughton Wealth Management sold 1,452 Procter & Gamble shares in Q1 2021, an estimated $202K.
  • McNaughton Wealth Management first reported a position in Procter & Gamble in Q4 2020 and held it in 1 quarter.
  • McNaughton Wealth Management's Procter & Gamble position peaked at $202K in Q4 2020.
  • 2,933 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2021.

Based on McNaughton Wealth Management's 13F filing for Q1 2021, filed 14 Apr 2021.