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Pinnacle Private Wealth’s Procter & Gamble PG Stock Holding History

Pinnacle Private Wealth’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
Q2 		$3.63M Buy
25,270
+2,579
+11% +$388K 1.42% 8
2022
Q1 		$3.47M Sell
22,691
-619
-3% -$96.8K 1.08% 13
2021
Q4 		$3.81M Buy
+23,310
New +$3.46M 1.2% 10

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pinnacle Private Wealth's PG Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Procter & Gamble (PG) stake by 11% in Q2 2022, buying an estimated $388K and bringing the position to 25,270 shares worth $3.63M. The position accounts for 1.42% of the portfolio, ranked #8.

Pinnacle Private Wealth first reported a position in PG in Q4 2021 and has held it in 3 quarters since. The position peaked at $3.81M in Q4 2021. 3,257 funds tracked by Wall St. Rank hold PG as of Q2 2022.

  • Pinnacle Private Wealth held 25,270 shares of Procter & Gamble worth $3.63M as of Q2 2022.
  • Pinnacle Private Wealth bought 2,579 Procter & Gamble shares in Q2 2022, an estimated $388K.
  • Procter & Gamble made up 1.42% of Pinnacle Private Wealth's portfolio in Q2 2022, its #8 holding.
  • Pinnacle Private Wealth first reported a position in Procter & Gamble in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Procter & Gamble position peaked at $3.81M in Q4 2021.
  • 3,257 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.