Personal Wealth Partners’s Procter & Gamble PG Stock Holding History

Personal Wealth Partners’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
2021 Q3	–	Sell	-1,002	Closed	-$135K	–	309
2021 Q2	$135K	Buy	+1,002	New	+$136K	0.05%	100
2020 Q1	–	Sell	-1,019	Closed	-$127K	–	454
2019 Q4	$127K	Hold	1,019	–	–	0.05%	93
2019 Q3	$127K	Buy	1,019 +35	+4%	+$4.14K	0.06%	90
2019 Q2	$108K	Buy	+984	New	+$105K	0.05%	83

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

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

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

Norges Bank Oslo, Norway $935B AUM

Personal Wealth Partners's PG Position: Q3 2021 in Review

Personal Wealth Partners sold out of Procter & Gamble (PG) in Q3 2021, closing a stake of 1,002 shares — an estimated $135K sold.

Personal Wealth Partners first reported a position in PG in Q2 2019 and held it in 4 quarters. The position peaked at $135K in Q2 2021. 2,937 funds tracked by Wall St. Rank hold PG as of Q3 2021.

Personal Wealth Partners reported no remaining Procter & Gamble position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 1,002 Procter & Gamble shares in Q3 2021, an estimated $135K.
Personal Wealth Partners first reported a position in Procter & Gamble in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Procter & Gamble position peaked at $135K in Q2 2021.
2,937 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.