USCA RIA’s Procter & Gamble PG Stock Holding History

USCA RIA’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
2015 Q4	–	Sell	-400	Closed	-$1K	–	387
2015 Q3	$1K	Buy	+400	New	+$30K	﹤0.01%	367

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Norges Bank Oslo, Norway $935B AUM

USCA RIA's PG Position: Q2 2021 in Review

USCA RIA increased its Procter & Gamble (PG) stake by 2.5% in Q2 2021, buying an estimated $244K and bringing the position to 72,450 shares worth $9.78M. The position accounts for 0.59% of the portfolio, ranked #35.

USCA RIA first reported a position in PG in Q2 2013 and has held it in 33 quarters since. 2,933 funds tracked by Wall St. Rank hold PG as of Q2 2021.

USCA RIA held 72,450 shares of Procter & Gamble worth $9.78M as of Q2 2021.
USCA RIA bought 1,800 Procter & Gamble shares in Q2 2021, an estimated $244K.
Procter & Gamble made up 0.59% of USCA RIA's portfolio in Q2 2021, its #35 holding.
USCA RIA first reported a position in Procter & Gamble in Q2 2013 and has held it in 33 quarters since.
2,933 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.