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

Selective 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 Q4	–	Sell	-1,013	Closed	-$128K	–	560
2022 Q3	$128K	Buy	1,013 +12	+1%	+$1.71K	0.05%	172
2022 Q2	$144K	Sell	1,001 -27	-3%	-$4.06K	0.05%	181
2022 Q1	$157K	Buy	1,028 +249	+32%	+$39K	0.06%	158
2021 Q4	$127K	Sell	779 -200	-20%	-$29.7K	0.05%	167
2021 Q3	$137K	Buy	979 +200	+26%	+$28.3K	0.07%	142
2021 Q2	$105K	Sell	779 -105	-12%	-$14.2K	0.08%	115
2021 Q1	$120K	Buy	884 +359	+68%	+$46.8K	0.11%	68
2020 Q4	$73K	Buy	525 +241	+85%	+$33.7K	0.05%	89
2020 Q3	$39K	Hold	284	–	–	0.03%	110
2020 Q2	$34K	Hold	284	–	–	0.03%	135
2020 Q1	$31K	Hold	284	–	–	0.05%	82
2019 Q4	$35K	Hold	284	–	–	0.04%	86
2019 Q3	$35K	Buy	+284	New	+$33.6K	0.05%	92

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

Selective Wealth Management's PG Position: Q4 2022 in Review

Selective Wealth Management sold out of Procter & Gamble (PG) in Q4 2022, closing a stake of 1,013 shares — an estimated $128K sold.

Selective Wealth Management first reported a position in PG in Q3 2019 and held it in 13 quarters. The position peaked at $157K in Q1 2022. 3,399 funds tracked by Wall St. Rank hold PG as of Q4 2022.

Selective Wealth Management reported no remaining Procter & Gamble position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,013 Procter & Gamble shares in Q4 2022, an estimated $128K.
Selective Wealth Management first reported a position in Procter & Gamble in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Procter & Gamble position peaked at $157K in Q1 2022.
3,399 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.