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TD Ameritrade Investment Management’s Procter & Gamble PG Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-1,464
Closed -$222K – 349
2023
Q2 		$222K Sell
1,464
-159
-10% -$24K ﹤0.01% 160
2023
Q1 		$241K Sell
1,623
-584
-26% -$83.5K ﹤0.01% 163
2022
Q4 		$335K Sell
2,207
-496
-18% -$69.5K ﹤0.01% 160
2022
Q3 		$341K Sell
2,703
-896
-25% -$127K ﹤0.01% 164
2022
Q2 		$518K Sell
3,599
-1,269
-26% -$191K ﹤0.01% 153
2022
Q1 		$744K Buy
4,868
+193
+4% +$30.2K 0.01% 149
2021
Q4 		$765K Sell
4,675
-207
-4% -$30.7K 0.01% 147
2021
Q3 		$679K Buy
4,882
+413
+9% +$58.5K 0.01% 134
2021
Q2 		$603K Buy
4,469
+79
+2% +$10.7K ﹤0.01% 154
2021
Q1 		$611K Hold
4,390
– – ﹤0.01% 138
2020
Q4 		$611K Sell
4,390
-492
-10% -$68.8K ﹤0.01% 138
2020
Q3 		$679K Sell
4,882
-386
-7% -$51.2K 0.01% 134
2020
Q2 		$630K Sell
5,268
-1,585
-23% -$185K 0.01% 143
2020
Q1 		$754K Buy
6,853
+92
+1% +$11K 0.01% 128
2019
Q4 		$844K Buy
6,761
+747
+12% +$91.4K 0.01% 135
2019
Q3 		$748K Buy
6,014
+935
+18% +$110K 0.01% 141
2019
Q2 		$557K Buy
5,079
+1,744
+52% +$186K ﹤0.01% 144
2019
Q1 		$347K Buy
3,335
+913
+38% +$88.9K ﹤0.01% 155
2018
Q4 		$223K Buy
2,422
+1,045
+76% +$93.4K ﹤0.01% 153
2018
Q3 		$115K Buy
1,377
+1,096
+390% +$89.6K ﹤0.01% 167
2018
Q2 		$22K Buy
+281
New +$21.1K ﹤0.01% 183

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

TD Ameritrade Investment Management's PG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Procter & Gamble (PG) in Q3 2023, closing a stake of 1,464 shares — an estimated $222K sold.

TD Ameritrade Investment Management first reported a position in PG in Q2 2018 and held it in 21 quarters. The position peaked at $844K in Q4 2019. 3,403 funds tracked by Wall St. Rank hold PG as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Procter & Gamble position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 1,464 Procter & Gamble shares in Q3 2023, an estimated $222K.
  • TD Ameritrade Investment Management first reported a position in Procter & Gamble in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Procter & Gamble position peaked at $844K in Q4 2019.
  • 3,403 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.