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Rockwood Wealth Management’s Procter & Gamble PG Stock Holding History

Rockwood 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
2022
Q1 		– Sell
-3,201
Closed -$524K – 113
2021
Q4 		$524K Buy
+3,201
New +$475K 0.23% 49

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockwood Wealth Management's PG Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Procter & Gamble (PG) in Q1 2022, closing a stake of 3,201 shares — an estimated $524K sold.

Rockwood Wealth Management first reported a position in PG in Q4 2021 and held it in 1 quarter. The position peaked at $524K in Q4 2021. 3,290 funds tracked by Wall St. Rank hold PG as of Q1 2022.

  • Rockwood Wealth Management reported no remaining Procter & Gamble position as of Q1 2022 after selling out during the quarter.
  • Rockwood Wealth Management sold 3,201 Procter & Gamble shares in Q1 2022, an estimated $524K.
  • Rockwood Wealth Management first reported a position in Procter & Gamble in Q4 2021 and held it in 1 quarter.
  • Rockwood Wealth Management's Procter & Gamble position peaked at $524K in Q4 2021.
  • 3,290 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.