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Vontobel Swiss Wealth Advisors’s Procter & Gamble PG Stock Holding History

Vontobel Swiss 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
2021
Q2 		– Sell
-5,071
Closed -$687K – 81
2021
Q1 		$687K Buy
5,071
+289
+6% +$37.7K 0.38% 37
2020
Q4 		$665K Buy
4,782
+140
+3% +$19.6K 0.38% 39
2020
Q3 		$645K Sell
4,642
-475
-9% -$63.1K 0.45% 37
2020
Q2 		$612K Sell
5,117
-150
-3% -$17.5K 0.4% 45
2020
Q1 		$579K Buy
5,267
+1,218
+30% +$146K 0.44% 49
2019
Q4 		$506K Sell
4,049
-460
-10% -$56.3K 0.33% 64
2019
Q3 		$561K Buy
4,509
+925
+26% +$109K 0.36% 64
2019
Q2 		$393K Buy
+3,584
New +$382K 0.21% 91

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Vontobel Swiss Wealth Advisors's PG Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors sold out of Procter & Gamble (PG) in Q2 2021, closing a stake of 5,071 shares — an estimated $687K sold.

Vontobel Swiss Wealth Advisors first reported a position in PG in Q2 2019 and held it in 8 quarters. The position peaked at $687K in Q1 2021. 2,934 funds tracked by Wall St. Rank hold PG as of Q2 2021.

  • Vontobel Swiss Wealth Advisors reported no remaining Procter & Gamble position as of Q2 2021 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 5,071 Procter & Gamble shares in Q2 2021, an estimated $687K.
  • Vontobel Swiss Wealth Advisors first reported a position in Procter & Gamble in Q2 2019 and held it in 8 quarters.
  • Vontobel Swiss Wealth Advisors's Procter & Gamble position peaked at $687K in Q1 2021.
  • 2,934 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.