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Millington Financial Advisors’s Procter & Gamble PG Stock Holding History

Millington Financial 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
-1,405
Closed -$205K – 82
2023
Q3 		$205K Sell
1,405
-30
-2% -$4.58K 0.18% 74
2023
Q2 		$218K Sell
1,435
-170
-11% -$25.6K 0.19% 70
2023
Q1 		$239K Buy
1,605
+64
+4% +$9.15K 0.22% 64
2022
Q4 		$234K Buy
+1,541
New +$216K 0.23% 64

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

Millington Financial Advisors's PG Position: Q4 2023 in Review

Millington Financial Advisors sold out of Procter & Gamble (PG) in Q4 2023, closing a stake of 1,405 shares — an estimated $205K sold.

Millington Financial Advisors first reported a position in PG in Q4 2022 and held it in 4 quarters. The position peaked at $239K in Q1 2023. 3,579 funds tracked by Wall St. Rank hold PG as of Q4 2023.

  • Millington Financial Advisors reported no remaining Procter & Gamble position as of Q4 2023 after selling out during the quarter.
  • Millington Financial Advisors sold 1,405 Procter & Gamble shares in Q4 2023, an estimated $205K.
  • Millington Financial Advisors first reported a position in Procter & Gamble in Q4 2022 and held it in 4 quarters.
  • Millington Financial Advisors's Procter & Gamble position peaked at $239K in Q1 2023.
  • 3,579 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2023.

Based on Millington Financial Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.