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Resolute Financial’s Procter & Gamble PG Stock Holding History

Resolute Financial’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
Q4 		$253K Buy
+1,667
New +$234K 0.21% 96
2022
Q3 		– Sell
-2,575
Closed -$370K – 116
2022
Q2 		$370K Sell
2,575
-5,479
-68% -$823K 0.32% 74
2022
Q1 		$1.23M Buy
8,054
+28
+0.3% +$4.38K 1% 20
2021
Q4 		$1.31M Buy
+8,026
New +$1.19M 0.98% 22

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Resolute Financial's PG Position: Q4 2022 in Review

Resolute Financial opened a new position in Procter & Gamble (PG) in Q4 2022: 1,667 shares worth $253K. The stake represents 0.21% of the portfolio and ranks #96 among its holdings. This is a return to the name: Resolute Financial previously reported a position in PG as recently as Q2 2022.

Resolute Financial first reported a position in PG in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.31M in Q4 2021. 3,398 funds tracked by Wall St. Rank hold PG as of Q4 2022.

  • Resolute Financial held 1,667 shares of Procter & Gamble worth $253K as of Q4 2022.
  • Procter & Gamble was a new Resolute Financial position in Q4 2022.
  • Procter & Gamble made up 0.21% of Resolute Financial's portfolio in Q4 2022, its #96 holding.
  • Resolute Financial first reported a position in Procter & Gamble in Q4 2021 and has held it in 4 quarters since.
  • Resolute Financial's Procter & Gamble position peaked at $1.31M in Q4 2021.
  • 3,398 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.