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

TFO 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
2024 Q2	–	Sell	-335	Closed	-$54.4K	–	575
2024 Q1	$54.4K	Hold	335	–	–	0.01%	54
2023 Q4	$49.1K	Sell	335 -11	-3%	-$1.63K	0.01%	58
2023 Q3	$52.5K	Buy	346 +11	+3%	+$1.68K	0.01%	89
2023 Q2	$50.8K	Hold	335	–	–	0.01%	78
2023 Q1	$49.8K	Buy	335 +131	+64%	+$18.7K	0.01%	67
2022 Q4	$7.18K	Buy	+204	New	+$28.6K	﹤0.01%	138
2022 Q3	–	Sell	-111	Closed	-$16K	–	396
2022 Q2	$16K	Buy	+111	New	+$16.7K	﹤0.01%	97
2021 Q4	–	Sell	-1	Closed	–	–	184
2021 Q3	$0	Buy	+1	New	+$142	﹤0.01%	176
2020 Q4	–	Sell	-46	Closed	-$6K	–	146
2020 Q3	$6K	Sell	46 -54	-54%	-$7.17K	﹤0.01%	96
2020 Q2	$12K	Buy	+100	New	+$11.7K	﹤0.01%	82

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TFO Wealth Partners's PG Position: Q2 2024 in Review

TFO Wealth Partners sold out of Procter & Gamble (PG) in Q2 2024, closing a stake of 335 shares — an estimated $54.4K sold.

TFO Wealth Partners first reported a position in PG in Q2 2020 and held it in 10 quarters. The position peaked at $54.4K in Q1 2024. 3,652 funds tracked by Wall St. Rank hold PG as of Q2 2024.

TFO Wealth Partners reported no remaining Procter & Gamble position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 335 Procter & Gamble shares in Q2 2024, an estimated $54.4K.
TFO Wealth Partners first reported a position in Procter & Gamble in Q2 2020 and held it in 10 quarters.
TFO Wealth Partners's Procter & Gamble position peaked at $54.4K in Q1 2024.
3,652 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.