Pinnacle Family Advisors’s Procter & Gamble PG Stock Holding History

Pinnacle Family 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
2021 Q1	–	Sell	-1,637	Closed	-$228K	–	141
2020 Q4	$228K	Buy	+1,637	New	+$229K	0.14%	115

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pinnacle Family Advisors's PG Position: Q1 2021 in Review

Pinnacle Family Advisors sold out of Procter & Gamble (PG) in Q1 2021, closing a stake of 1,637 shares — an estimated $228K sold.

Pinnacle Family Advisors first reported a position in PG in Q4 2020 and held it in 1 quarter. The position peaked at $228K in Q4 2020. 2,933 funds tracked by Wall St. Rank hold PG as of Q1 2021.

Pinnacle Family Advisors reported no remaining Procter & Gamble position as of Q1 2021 after selling out during the quarter.
Pinnacle Family Advisors sold 1,637 Procter & Gamble shares in Q1 2021, an estimated $228K.
Pinnacle Family Advisors first reported a position in Procter & Gamble in Q4 2020 and held it in 1 quarter.
Pinnacle Family Advisors's Procter & Gamble position peaked at $228K in Q4 2020.
2,933 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2021.

Based on Pinnacle Family Advisors's 13F filing for Q1 2021, filed 14 May 2021.