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ShoreHaven Wealth Partners’s Procter & Gamble PG Stock Holding History

ShoreHaven Wealth 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
2021
Q2 		– Sell
-625
Closed -$84K – 202
2021
Q1 		$84K Buy
625
+4
+0.6% +$522 0.05% 93
2020
Q4 		$86K Buy
+621
New +$86.8K 0.05% 88

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

ShoreHaven Wealth Partners's PG Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Procter & Gamble (PG) in Q2 2021, closing a stake of 625 shares — an estimated $84K sold.

ShoreHaven Wealth Partners first reported a position in PG in Q4 2020 and held it in 2 quarters. The position peaked at $86K in Q4 2020. 2,935 funds tracked by Wall St. Rank hold PG as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Procter & Gamble position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 625 Procter & Gamble shares in Q2 2021, an estimated $84K.
  • ShoreHaven Wealth Partners first reported a position in Procter & Gamble in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Procter & Gamble position peaked at $86K in Q4 2020.
  • 2,935 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.