PVWM
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Point View Wealth Management’s Procter & Gamble PG Stock Holding History

Point View Wealth Management’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
2020
Q4 		$1.42M Buy
10,185
+181
+2% +$25.3K 0.57% 50
2020
Q3 		$1.39M Sell
10,004
-464
-4% -$61.6K 0.66% 45
2020
Q2 		$1.25M Sell
10,468
-414
-4% -$48.3K 0.6% 53
2020
Q1 		$1.2M Sell
10,882
-282
-3% -$33.8K 0.66% 46
2019
Q4 		$1.39M Sell
11,164
-182
-2% -$22.3K 0.58% 49
2019
Q3 		$1.41M Sell
11,346
-1,473
-11% -$174K 0.64% 41
2019
Q2 		$1.41M Sell
12,819
-310
-2% -$33K 0.6% 49
2019
Q1 		$1.37M Sell
13,129
-346
-3% -$33.7K 0.61% 50
2018
Q4 		$1.24M Sell
13,475
-54
-0.4% -$4.83K 0.63% 51
2018
Q3 		$1.13M Buy
13,529
+1,086
+9% +$88.8K 0.5% 61
2018
Q2 		$971K Sell
12,443
-214
-2% -$16.1K 0.45% 70
2018
Q1 		$1M Sell
12,657
-53
-0.4% -$4.42K 0.48% 64
2017
Q4 		$1.17M Sell
12,710
-259
-2% -$23.3K 0.55% 56
2017
Q3 		$1.18M Sell
12,969
-3,330
-20% -$303K 0.57% 58
2017
Q2 		$1.42M Buy
16,299
+781
+5% +$68.8K 0.7% 37
2017
Q1 		$1.39M Buy
15,518
+242
+2% +$21.5K 0.72% 39
2016
Q4 		$1.28M Sell
15,276
-305
-2% -$26K 0.74% 38
2016
Q3 		$1.4M Buy
15,581
+128
+0.8% +$11.1K 0.83% 33
2016
Q2 		$1.31M Buy
15,453
+1,594
+12% +$131K 0.79% 34
2016
Q1 		$1.14M Buy
13,859
+4,218
+44% +$340K 0.73% 38
2015
Q4 		$766K Buy
9,641
+3,279
+52% +$251K 0.55% 62
2015
Q3 		$458K Buy
6,362
+1,677
+36% +$126K 0.37% 97
2015
Q2 		$367K Buy
4,685
+1,195
+34% +$96.2K 0.28% 121
2015
Q1 		$286K Buy
3,490
+523
+18% +$45K 0.22% 148
2014
Q4 		$270K Buy
+2,967
New +$261K 0.2% 146

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Point View Wealth Management's PG Position: Q4 2020 in Review

Point View Wealth Management increased its Procter & Gamble (PG) stake by 1.8% in Q4 2020, buying an estimated $25.3K and bringing the position to 10,185 shares worth $1.42M. The position accounts for 0.57% of the portfolio, ranked #50.

Point View Wealth Management first reported a position in PG in Q4 2014 and has held it in 25 quarters since. The position peaked at $1.42M in Q2 2017. 2,960 funds tracked by Wall St. Rank hold PG as of Q4 2020.

  • Point View Wealth Management held 10,185 shares of Procter & Gamble worth $1.42M as of Q4 2020.
  • Point View Wealth Management bought 181 Procter & Gamble shares in Q4 2020, an estimated $25.3K.
  • Procter & Gamble made up 0.57% of Point View Wealth Management's portfolio in Q4 2020, its #50 holding.
  • Point View Wealth Management first reported a position in Procter & Gamble in Q4 2014 and has held it in 25 quarters since.
  • Point View Wealth Management's Procter & Gamble position peaked at $1.42M in Q2 2017.
  • 2,960 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.