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Retirement Financial Solutions’s Procter & Gamble PG Stock Holding History

Retirement Financial Solutions’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
2023
Q1 		– Sell
-1,078
Closed -$163K – 187
2022
Q4 		$163K Buy
+1,078
New +$151K 0.14% 32

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State Street
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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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Retirement Financial Solutions's PG Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Procter & Gamble (PG) in Q1 2023, closing a stake of 1,078 shares — an estimated $163K sold.

Retirement Financial Solutions first reported a position in PG in Q4 2022 and held it in 1 quarter. The position peaked at $163K in Q4 2022. 3,376 funds tracked by Wall St. Rank hold PG as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Procter & Gamble position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 1,078 Procter & Gamble shares in Q1 2023, an estimated $163K.
  • Retirement Financial Solutions first reported a position in Procter & Gamble in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Procter & Gamble position peaked at $163K in Q4 2022.
  • 3,376 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.