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Milestone Investment Advisors’s Procter & Gamble PG Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-1,834
Closed -$268K – 352
2023
Q3 		$268K Buy
+1,834
New +$280K 0.08% 88
2023
Q2 		– Sell
-1,772
Closed -$263K – 348
2023
Q1 		$263K Buy
+1,772
New +$253K 0.08% 88

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

Milestone Investment Advisors's PG Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Procter & Gamble (PG) in Q4 2023, closing a stake of 1,834 shares — an estimated $268K sold.

Milestone Investment Advisors first reported a position in PG in Q1 2023 and held it in 2 quarters. The position peaked at $268K in Q3 2023. 3,579 funds tracked by Wall St. Rank hold PG as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Procter & Gamble position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,834 Procter & Gamble shares in Q4 2023, an estimated $268K.
  • Milestone Investment Advisors first reported a position in Procter & Gamble in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Procter & Gamble position peaked at $268K in Q3 2023.
  • 3,579 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.