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Tillar-Wenstrup Advisors’s Procter & Gamble PG Stock Holding History

Tillar-Wenstrup 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
Q1 		– Sell
-4,820
Closed -$731K – 21
2022
Q4 		$731K Buy
4,820
+150
+3% +$21K 0.35% 32
2022
Q3 		$590K Hold
4,670
– – 0.29% 36
2022
Q2 		$672K Sell
4,670
-100
-2% -$15K 0.34% 37
2022
Q1 		$729K Hold
4,770
– – 0.35% 31
2021
Q4 		$780K Buy
4,770
+2,879
+152% +$427K 0.37% 28
2021
Q3 		$264K Sell
1,891
-180
-9% -$25.5K 0.12% 35
2021
Q2 		$280K Sell
2,071
-244
-11% -$33K 0.13% 36
2021
Q1 		$314K Sell
2,315
-231
-9% -$30.1K 0.15% 35
2020
Q4 		$354K Buy
2,546
+599
+31% +$83.7K 0.18% 32
2020
Q3 		$271K Buy
1,947
+32
+2% +$4.25K 0.16% 33
2020
Q2 		$229K Buy
+1,915
New +$223K 0.14% 32
2020
Q1 		– Sell
-2,034
Closed -$254K – 38
2019
Q4 		$254K Hold
2,034
– – 0.14% 49
2019
Q3 		$253K Sell
2,034
-86
-4% -$10.2K 0.15% 41
2019
Q2 		$233K Buy
+2,120
New +$226K 0.13% 44
2018
Q4 		– Sell
-2,410
Closed -$201K – 55
2018
Q3 		$201K Sell
2,410
-236
-9% -$19.3K 0.11% 57
2018
Q2 		$207K Buy
+2,646
New +$199K 0.12% 57
2017
Q2 		– Sell
-16,703
Closed -$1.5M – 49
2017
Q1 		$1.5M Buy
16,703
+966
+6% +$85.7K 1.15% 46
2016
Q4 		$1.32M Sell
15,737
-825
-5% -$70.3K 1.12% 47
2016
Q3 		$1.49M Sell
16,562
-369
-2% -$32K 1.36% 43
2016
Q2 		$1.43M Buy
16,931
+355
+2% +$29.1K 1.42% 40
2016
Q1 		$1.37M Buy
+16,576
New +$1.34M 1.57% 34

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Tillar-Wenstrup Advisors's PG Position: Q1 2023 in Review

Tillar-Wenstrup Advisors sold out of Procter & Gamble (PG) in Q1 2023, closing a stake of 4,820 shares — an estimated $731K sold.

Tillar-Wenstrup Advisors first reported a position in PG in Q1 2016 and held it in 21 quarters. The position peaked at $1.5M in Q1 2017. 3,375 funds tracked by Wall St. Rank hold PG as of Q1 2023.

  • Tillar-Wenstrup Advisors reported no remaining Procter & Gamble position as of Q1 2023 after selling out during the quarter.
  • Tillar-Wenstrup Advisors sold 4,820 Procter & Gamble shares in Q1 2023, an estimated $731K.
  • Tillar-Wenstrup Advisors first reported a position in Procter & Gamble in Q1 2016 and held it in 21 quarters.
  • Tillar-Wenstrup Advisors's Procter & Gamble position peaked at $1.5M in Q1 2017.
  • 3,375 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2023.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.