Mosaic Advisors’s Procter & Gamble PG Stock Holding History

Mosaic 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 Q1	–	Sell	-1,235	Closed	-$202K	–	47
2021 Q4	$202K	Buy	+1,235	New	+$183K	0.15%	54
2021 Q3	–	Sell	-1,585	Closed	-$214K	–	42
2021 Q2	$214K	Hold	1,585	–	–	0.14%	40
2021 Q1	$215K	Buy	+1,585	New	+$207K	0.18%	36

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

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

Mosaic Advisors's PG Position: Q1 2022 in Review

Mosaic Advisors sold out of Procter & Gamble (PG) in Q1 2022, closing a stake of 1,235 shares — an estimated $202K sold.

Mosaic Advisors first reported a position in PG in Q1 2021 and held it in 3 quarters. The position peaked at $215K in Q1 2021. 3,290 funds tracked by Wall St. Rank hold PG as of Q1 2022.

Mosaic Advisors reported no remaining Procter & Gamble position as of Q1 2022 after selling out during the quarter.
Mosaic Advisors sold 1,235 Procter & Gamble shares in Q1 2022, an estimated $202K.
Mosaic Advisors first reported a position in Procter & Gamble in Q1 2021 and held it in 3 quarters.
Mosaic Advisors's Procter & Gamble position peaked at $215K in Q1 2021.
3,290 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2022.

Based on Mosaic Advisors's 13F filing for Q1 2022, filed 13 May 2022.