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Momentum Advisors’s Procter & Gamble PG Stock Holding History

Momentum 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
2022
Q4 		$324K Buy
2,138
+5
+0.2% +$701 0.33% 56
2022
Q3 		$269K Buy
2,133
+219
+11% +$31.1K 0.3% 58
2022
Q2 		$275K Buy
+1,914
New +$288K 0.31% 45

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Momentum Advisors's PG Position: Q4 2022 in Review

Momentum Advisors increased its Procter & Gamble (PG) stake by 0.23% in Q4 2022, buying an estimated $701 and bringing the position to 2,138 shares worth $324K. The position accounts for 0.33% of the portfolio, ranked #56.

Momentum Advisors first reported a position in PG in Q2 2022 and has held it in 3 quarters since. 3,398 funds tracked by Wall St. Rank hold PG as of Q4 2022.

  • Momentum Advisors held 2,138 shares of Procter & Gamble worth $324K as of Q4 2022.
  • Momentum Advisors bought 5 Procter & Gamble shares in Q4 2022, an estimated $701.
  • Procter & Gamble made up 0.33% of Momentum Advisors's portfolio in Q4 2022, its #56 holding.
  • Momentum Advisors first reported a position in Procter & Gamble in Q2 2022 and has held it in 3 quarters since.
  • 3,398 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.