Wade Financial Advisory’s Procter & Gamble PG Stock Holding History

Wade Financial Advisory’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
2022 Q1	–	Sell	-7,501	Closed	-$1.23M	–	82
2021 Q4	$1.23M	Hold	7,501	–	–	0.64%	30
2021 Q3	$1.05M	Hold	7,501	–	–	0.59%	30
2021 Q2	$1.01M	Hold	7,501	–	–	0.55%	30
2021 Q1	$1.02M	Hold	7,501	–	–	0.64%	29
2020 Q4	$1.04M	Sell	7,501 -200	-3%	-$28K	0.7%	29
2020 Q3	$1.07M	Hold	7,701	–	–	0.84%	29
2020 Q2	$921K	Hold	7,701	–	–	0.8%	30
2020 Q1	$847K	Hold	7,701	–	–	0.85%	31
2019 Q4	$962K	Buy	+7,701	New	+$942K	0.85%	23

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wade Financial Advisory's PG Position: Q1 2022 in Review

Wade Financial Advisory sold out of Procter & Gamble (PG) in Q1 2022, closing a stake of 7,501 shares — an estimated $1.23M sold.

Wade Financial Advisory first reported a position in PG in Q4 2019 and held it in 9 quarters. The position peaked at $1.23M in Q4 2021. 3,289 funds tracked by Wall St. Rank hold PG as of Q1 2022.

Wade Financial Advisory reported no remaining Procter & Gamble position as of Q1 2022 after selling out during the quarter.
Wade Financial Advisory sold 7,501 Procter & Gamble shares in Q1 2022, an estimated $1.23M.
Wade Financial Advisory first reported a position in Procter & Gamble in Q4 2019 and held it in 9 quarters.
Wade Financial Advisory's Procter & Gamble position peaked at $1.23M in Q4 2021.
3,289 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2022.

Based on Wade Financial Advisory's 13F filing for Q1 2022, filed 21 Apr 2022.