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Meredith Wealth Planning’s Procter & Gamble PG Stock Holding History

Meredith Wealth Planning’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
2023
Q2 		– Sell
-1,504
Closed -$224K – 57
2023
Q1 		$224K Sell
1,504
-95
-6% -$13.6K 0.18% 53
2022
Q4 		$242K Buy
+1,599
New +$224K 0.21% 49

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Meredith Wealth Planning's PG Position: Q2 2023 in Review

Meredith Wealth Planning sold out of Procter & Gamble (PG) in Q2 2023, closing a stake of 1,504 shares — an estimated $224K sold.

Meredith Wealth Planning first reported a position in PG in Q4 2022 and held it in 2 quarters. The position peaked at $242K in Q4 2022. 3,409 funds tracked by Wall St. Rank hold PG as of Q2 2023.

  • Meredith Wealth Planning reported no remaining Procter & Gamble position as of Q2 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 1,504 Procter & Gamble shares in Q2 2023, an estimated $224K.
  • Meredith Wealth Planning first reported a position in Procter & Gamble in Q4 2022 and held it in 2 quarters.
  • Meredith Wealth Planning's Procter & Gamble position peaked at $242K in Q4 2022.
  • 3,409 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.