Resource Planning Group’s Procter & Gamble PG Stock Holding History

Resource Planning Group’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	–	Sell	-1,682	Closed	-$212K	–	67
2022 Q3	$212K	Buy	1,682 +5	+0.3%	+$710	0.18%	59
2022 Q2	$241K	Buy	1,677 +4	+0.2%	+$601	0.2%	61
2022 Q1	$256K	Buy	1,673 +4	+0.2%	+$626	0.18%	61
2021 Q4	$273K	Sell	1,669 -317	-16%	-$47.1K	0.18%	58
2021 Q3	$278K	Sell	1,986 -42	-2%	-$5.95K	0.17%	65
2021 Q2	$274K	Buy	+2,028	New	+$274K	0.16%	64

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Oslo, Norway $935B AUM

Resource Planning Group's PG Position: Q4 2022 in Review

Resource Planning Group sold out of Procter & Gamble (PG) in Q4 2022, closing a stake of 1,682 shares — an estimated $212K sold.

Resource Planning Group first reported a position in PG in Q2 2021 and held it in 6 quarters. The position peaked at $278K in Q3 2021. 3,398 funds tracked by Wall St. Rank hold PG as of Q4 2022.

Resource Planning Group reported no remaining Procter & Gamble position as of Q4 2022 after selling out during the quarter.
Resource Planning Group sold 1,682 Procter & Gamble shares in Q4 2022, an estimated $212K.
Resource Planning Group first reported a position in Procter & Gamble in Q2 2021 and held it in 6 quarters.
Resource Planning Group's Procter & Gamble position peaked at $278K in Q3 2021.
3,398 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on Resource Planning Group's 13F filing for Q4 2022, filed 31 Jan 2023.