Moneywise Inc’s Procter & Gamble PG Stock Holding History

Moneywise Inc’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
2024 Q1	–	Sell	-1,833	Closed	-$269K	–	63
2023 Q4	$269K	Buy	1,833 +5	+0.3%	+$741	0.15%	47
2023 Q3	$267K	Buy	1,828 +5	+0.3%	+$764	0.17%	43
2023 Q2	$277K	Buy	1,823 +4	+0.2%	+$603	0.17%	41
2023 Q1	$270K	Buy	+1,819	New	+$260K	0.17%	42

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moneywise Inc's PG Position: Q1 2024 in Review

Moneywise Inc sold out of Procter & Gamble (PG) in Q1 2024, closing a stake of 1,833 shares — an estimated $269K sold.

Moneywise Inc first reported a position in PG in Q1 2023 and held it in 4 quarters. The position peaked at $277K in Q2 2023. 3,649 funds tracked by Wall St. Rank hold PG as of Q1 2024.

Moneywise Inc reported no remaining Procter & Gamble position as of Q1 2024 after selling out during the quarter.
Moneywise Inc sold 1,833 Procter & Gamble shares in Q1 2024, an estimated $269K.
Moneywise Inc first reported a position in Procter & Gamble in Q1 2023 and held it in 4 quarters.
Moneywise Inc's Procter & Gamble position peaked at $277K in Q2 2023.
3,649 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2024.

Based on Moneywise Inc's 13F filing for Q1 2024, filed 22 Apr 2024.