SWA
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Sutton Wealth Advisors’s Procter & Gamble PG Stock Holding History

Sutton 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
2023
Q3 		$1.2M Buy
8,254
+105
+1% +$16K 0.59% 33
2023
Q2 		$1.24M Sell
8,149
-694
-8% -$105K 0.6% 31
2023
Q1 		$1.31M Sell
8,843
-3,010
-25% -$430K 0.7% 27
2022
Q4 		$1.8M Sell
11,853
-78
-0.7% -$10.9K 0.68% 26
2022
Q3 		$1.51M Sell
11,931
-78
-0.6% -$11.1K 0.61% 31
2022
Q2 		$1.73M Buy
12,009
+67
+0.6% +$10.1K 0.69% 28
2022
Q1 		$1.82M Sell
11,942
-508
-4% -$79.5K 0.63% 31
2021
Q4 		$2.04M Buy
12,450
+35
+0.3% +$5.2K 0.68% 32
2021
Q3 		$1.74M Buy
12,415
+24
+0.2% +$3.4K 0.64% 33
2021
Q2 		$1.67M Sell
12,391
-149
-1% -$20.2K 0.61% 32
2021
Q1 		$1.7M Sell
12,540
-4
-0% -$522 0.67% 30
2020
Q4 		$1.75M Sell
12,544
-94
-0.7% -$13.1K 0.74% 26
2020
Q3 		$1.76M Buy
12,638
+51
+0.4% +$6.77K 0.85% 24
2020
Q2 		$1.51M Sell
12,587
-87
-0.7% -$10.1K 0.79% 26
2020
Q1 		$1.39M Buy
12,674
+1,225
+11% +$147K 0.88% 22
2019
Q4 		$1.43M Hold
11,449
– – 0.73% 26
2019
Q3 		$1.42M Buy
11,449
+12
+0.1% +$1.42K 0.8% 23
2019
Q2 		$1.25M Sell
11,437
-45
-0.4% -$4.8K 0.72% 25
2019
Q1 		$1.19M Buy
11,482
+33
+0.3% +$3.21K 0.7% 26
2018
Q4 		$1.05M Buy
11,449
+4,670
+69% +$417K 0.68% 26
2018
Q3 		$564K Buy
6,779
+136
+2% +$11.1K 0.37% 45
2018
Q2 		$519K Sell
6,643
-106
-2% -$7.98K 0.36% 47
2018
Q1 		$535K Buy
6,749
+360
+6% +$30K 0.38% 45
2017
Q4 		$587K Hold
6,389
– – 0.43% 43
2017
Q3 		$581K Sell
6,389
-150
-2% -$13.7K 0.44% 41
2017
Q2 		$570K Buy
6,539
+4
+0.1% +$353 0.45% 41
2017
Q1 		$587K Sell
6,535
-5
-0.1% -$443 0.49% 39
2016
Q4 		$550K Buy
6,540
+24
+0.4% +$2.05K 0.49% 38
2016
Q3 		$585K Hold
6,516
– – 0.53% 34
2016
Q2 		$552K Buy
6,516
+62
+1% +$5.09K 0.52% 31
2016
Q1 		$531K Buy
+6,454
New +$520K 0.5% 33

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

Sutton Wealth Advisors's PG Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Procter & Gamble (PG) stake by 1.3% in Q3 2023, buying an estimated $16K and bringing the position to 8,254 shares worth $1.2M. The position accounts for 0.59% of the portfolio, ranked #33.

Sutton Wealth Advisors first reported a position in PG in Q1 2016 and has held it in 31 quarters since. The position peaked at $2.04M in Q4 2021. 3,402 funds tracked by Wall St. Rank hold PG as of Q3 2023.

  • Sutton Wealth Advisors held 8,254 shares of Procter & Gamble worth $1.2M as of Q3 2023.
  • Sutton Wealth Advisors bought 105 Procter & Gamble shares in Q3 2023, an estimated $16K.
  • Procter & Gamble made up 0.59% of Sutton Wealth Advisors's portfolio in Q3 2023, its #33 holding.
  • Sutton Wealth Advisors first reported a position in Procter & Gamble in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Procter & Gamble position peaked at $2.04M in Q4 2021.
  • 3,402 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.