Private Capital Advisors’s Procter & Gamble PG Stock Holding History

Private Capital 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 Q4	–	Sell	-1,630	Closed	-$228K	–	95
2021 Q3	$228K	Hold	1,630	–	–	0.04%	86
2021 Q2	$220K	Hold	1,630	–	–	0.04%	88
2021 Q1	$221K	Hold	1,630	–	–	0.04%	90
2020 Q4	$227K	Buy	1,630 +4	+0.2%	+$559	0.05%	85
2020 Q3	$226K	Buy	+1,626	New	+$216K	0.05%	83
2017 Q1	–	Sell	-4,065	Closed	-$342K	–	127
2016 Q4	$342K	Hold	4,065	–	–	0.12%	97
2016 Q3	$365K	Hold	4,065	–	–	0.13%	92
2016 Q2	$344K	Hold	4,065	–	–	0.13%	91
2016 Q1	$335K	Buy	4,065 +65	+2%	+$5.24K	0.15%	88
2015 Q4	$318K	Hold	4,000	–	–	0.14%	94
2015 Q3	$288K	Hold	4,000	–	–	0.12%	105
2015 Q2	$313K	Hold	4,000	–	–	0.1%	122
2015 Q1	$328K	Hold	4,000	–	–	0.12%	103
2014 Q4	$364K	Hold	4,000	–	–	0.14%	94
2014 Q3	$335K	Hold	4,000	–	–	0.11%	106
2014 Q2	$314K	Hold	4,000	–	–	0.1%	101
2014 Q1	$322K	Hold	4,000	–	–	0.12%	89
2013 Q4	$326K	Hold	4,000	–	–	0.11%	92
2013 Q3	$302K	Hold	4,000	–	–	0.11%	97
2013 Q2	$308K	Buy	+4,000	New	+$314K	0.11%	98

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

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

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

Private Capital Advisors's PG Position: Q4 2021 in Review

Private Capital Advisors sold out of Procter & Gamble (PG) in Q4 2021, closing a stake of 1,630 shares — an estimated $228K sold.

Private Capital Advisors first reported a position in PG in Q2 2013 and held it in 20 quarters. The position peaked at $365K in Q3 2016. 3,289 funds tracked by Wall St. Rank hold PG as of Q4 2021.

Private Capital Advisors reported no remaining Procter & Gamble position as of Q4 2021 after selling out during the quarter.
Private Capital Advisors sold 1,630 Procter & Gamble shares in Q4 2021, an estimated $228K.
Private Capital Advisors first reported a position in Procter & Gamble in Q2 2013 and held it in 20 quarters.
Private Capital Advisors's Procter & Gamble position peaked at $365K in Q3 2016.
3,289 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2021.

Based on Private Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.