Sage Private Wealth Group’s Procter & Gamble PG Stock Holding History

Sage Private Wealth 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	-3	Closed	–	–	141
2022 Q3	$0	Hold	3	–	–	﹤0.01%	190
2022 Q2	$0	Hold	3	–	–	﹤0.01%	174
2022 Q1	$0	Buy	+3	New	+$469	﹤0.01%	176

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

Sage Private Wealth Group's PG Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Procter & Gamble (PG) in Q4 2022, closing a stake of 3 shares.

Sage Private Wealth Group first reported a position in PG in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 3,399 funds tracked by Wall St. Rank hold PG as of Q4 2022.

Sage Private Wealth Group reported no remaining Procter & Gamble position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 3 Procter & Gamble shares in Q4 2022.
Sage Private Wealth Group first reported a position in Procter & Gamble in Q1 2022 and held it in 3 quarters.
Sage Private Wealth Group's Procter & Gamble position peaked at $0 in Q3 2022.
3,399 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.