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Sound View Wealth Advisors’s Procter & Gamble PG Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$8.91M Sell
85,637
-2,712
-3% -$264K 2.79% 2
2018
Q4 		$8.12M Buy
+88,349
New +$7.9M 2.94% 3

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Sound View Wealth Advisors's PG Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Procter & Gamble (PG) stake by 3.1% in Q1 2019, selling an estimated $264K and leaving 85,637 shares worth $8.91M. The position accounts for 2.79% of the portfolio, ranked #2.

Sound View Wealth Advisors first reported a position in PG in Q4 2018 and has held it in 2 quarters since. 2,439 funds tracked by Wall St. Rank hold PG as of Q1 2019.

  • Sound View Wealth Advisors held 85,637 shares of Procter & Gamble worth $8.91M as of Q1 2019.
  • Sound View Wealth Advisors sold 2,712 Procter & Gamble shares in Q1 2019, an estimated $264K.
  • Procter & Gamble made up 2.79% of Sound View Wealth Advisors's portfolio in Q1 2019, its #2 holding.
  • Sound View Wealth Advisors first reported a position in Procter & Gamble in Q4 2018 and has held it in 2 quarters since.
  • 2,439 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.