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Second Half Financial Partners’s Procter & Gamble PG Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-19,224
Closed -$2.92M – 108
2023
Q2 		$2.92M Buy
+19,224
New +$2.9M 0.67% 47

Other funds holding PG

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Second Half Financial Partners's PG Position: Q3 2023 in Review

Second Half Financial Partners sold out of Procter & Gamble (PG) in Q3 2023, closing a stake of 19,224 shares — an estimated $2.92M sold.

Second Half Financial Partners first reported a position in PG in Q2 2023 and held it in 1 quarter. The position peaked at $2.92M in Q2 2023. 3,402 funds tracked by Wall St. Rank hold PG as of Q3 2023.

  • Second Half Financial Partners reported no remaining Procter & Gamble position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 19,224 Procter & Gamble shares in Q3 2023, an estimated $2.92M.
  • Second Half Financial Partners first reported a position in Procter & Gamble in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Procter & Gamble position peaked at $2.92M in Q2 2023.
  • 3,402 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.