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

Sanctuary 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
2024
Q4 		$307K Buy
1,831
+51
+3% +$8.69K 0.2% 36
2024
Q3 		$308K Sell
1,780
-8
-0.4% -$1.36K 0.22% 37
2024
Q2 		$295K Hold
1,788
– – 0.22% 36
2024
Q1 		$290K Hold
1,788
– – 0.24% 36
2023
Q4 		$262K Hold
1,788
– – 0.25% 29
2023
Q3 		$261K Hold
1,788
– – 0.28% 30
2023
Q2 		$271K Buy
+1,788
New +$269K 0.29% 30
2022
Q4 		$282K Hold
1,858
– – 0.33% 25
2022
Q3 		$235K Hold
1,858
– – 0.3% 26
2022
Q2 		$267K Hold
1,858
– – 0.33% 26
2022
Q1 		$284K Hold
1,858
– – 0.31% 26
2021
Q4 		$304K Hold
1,858
– – 0.32% 28
2021
Q3 		$260K Buy
1,858
+8
+0.4% +$1.13K 0.29% 27
2021
Q2 		$250K Hold
1,850
– – 0.3% 31
2021
Q1 		$251K Hold
1,850
– – 0.32% 28
2020
Q4 		$257K Sell
1,850
-50
-3% -$6.99K 0.31% 28
2020
Q3 		$264K Hold
1,900
– – 0.26% 25
2020
Q2 		$227K Sell
1,900
-100
-5% -$11.7K 0.24% 27
2020
Q1 		$220K Sell
2,000
-29
-1% -$3.48K 0.29% 20
2019
Q4 		$253K Hold
2,029
– – 0.28% 20
2019
Q3 		$252K Sell
2,029
-400
-16% -$47.3K 0.25% 19
2019
Q2 		$266K Sell
2,429
-325
-12% -$34.6K 0.25% 21
2019
Q1 		$253K Hold
2,754
– – 0.26% 16
2018
Q4 		$253K Hold
2,754
– – 0.26% 16
2018
Q3 		$229K Hold
2,754
– – 0.2% 17
2018
Q2 		$215K Hold
2,754
– – 0.19% 19
2018
Q1 		$218K Hold
2,754
– – 0.18% 16
2017
Q4 		$253K Buy
+2,754
New +$248K 0.23% 15

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sanctuary Wealth Management's PG Position: Q4 2024 in Review

Sanctuary Wealth Management increased its Procter & Gamble (PG) stake by 2.9% in Q4 2024, buying an estimated $8.69K and bringing the position to 1,831 shares worth $307K. The position accounts for 0.2% of the portfolio, ranked #36.

Sanctuary Wealth Management first reported a position in PG in Q4 2017 and has held it in 28 quarters since. The position peaked at $308K in Q3 2024. 4,002 funds tracked by Wall St. Rank hold PG as of Q4 2024.

  • Sanctuary Wealth Management held 1,831 shares of Procter & Gamble worth $307K as of Q4 2024.
  • Sanctuary Wealth Management bought 51 Procter & Gamble shares in Q4 2024, an estimated $8.69K.
  • Procter & Gamble made up 0.2% of Sanctuary Wealth Management's portfolio in Q4 2024, its #36 holding.
  • Sanctuary Wealth Management first reported a position in Procter & Gamble in Q4 2017 and has held it in 28 quarters since.
  • Sanctuary Wealth Management's Procter & Gamble position peaked at $308K in Q3 2024.
  • 4,002 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.