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

Sculati 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
Q3 		– Sell
-1,758
Closed -$253K – 119
2022
Q2 		$253K Buy
1,758
+260
+17% +$39.1K 0.14% 103
2022
Q1 		$229K Hold
1,498
– – 0.11% 108
2021
Q4 		$245K Sell
1,498
-200
-12% -$29.7K 0.12% 103
2021
Q3 		$237K Sell
1,698
-133
-7% -$18.9K 0.13% 103
2021
Q2 		$247K Hold
1,831
– – 0.13% 99
2021
Q1 		$248K Sell
1,831
-75
-4% -$9.79K 0.14% 100
2020
Q4 		$265K Sell
1,906
-72
-4% -$10.1K 0.17% 89
2020
Q3 		$275K Buy
1,978
+8
+0.4% +$1.06K 0.21% 88
2020
Q2 		$236K Buy
1,970
+64
+3% +$7.46K 0.2% 87
2020
Q1 		$210K Buy
+1,906
New +$229K 0.23% 87

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sculati Wealth Management's PG Position: Q3 2022 in Review

Sculati Wealth Management sold out of Procter & Gamble (PG) in Q3 2022, closing a stake of 1,758 shares — an estimated $253K sold.

Sculati Wealth Management first reported a position in PG in Q1 2020 and held it in 10 quarters. The position peaked at $275K in Q3 2020. 3,195 funds tracked by Wall St. Rank hold PG as of Q3 2022.

  • Sculati Wealth Management reported no remaining Procter & Gamble position as of Q3 2022 after selling out during the quarter.
  • Sculati Wealth Management sold 1,758 Procter & Gamble shares in Q3 2022, an estimated $253K.
  • Sculati Wealth Management first reported a position in Procter & Gamble in Q1 2020 and held it in 10 quarters.
  • Sculati Wealth Management's Procter & Gamble position peaked at $275K in Q3 2020.
  • 3,195 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2022.

Based on Sculati Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.