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

Walden 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 		$2.67M Sell
16,191
-150
-0.9% -$24.5K 1.49% 16
2024
Q1 		$2.54M Sell
16,341
-1,270
-7% -$199K 1.47% 17
2023
Q4 		$2.58M Buy
+17,611
New +$2.61M 1.63% 16

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

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

Walden Wealth Partners reduced its Procter & Gamble (PG) stake by 0.92% in Q2 2024, selling an estimated $24.5K and leaving 16,191 shares worth $2.67M. The position accounts for 1.49% of the portfolio, ranked #16.

Walden Wealth Partners first reported a position in PG in Q4 2023 and has held it in 3 quarters since. 3,652 funds tracked by Wall St. Rank hold PG as of Q2 2024.

  • Walden Wealth Partners held 16,191 shares of Procter & Gamble worth $2.67M as of Q2 2024.
  • Walden Wealth Partners sold 150 Procter & Gamble shares in Q2 2024, an estimated $24.5K.
  • Procter & Gamble made up 1.49% of Walden Wealth Partners's portfolio in Q2 2024, its #16 holding.
  • Walden Wealth Partners first reported a position in Procter & Gamble in Q4 2023 and has held it in 3 quarters since.
  • 3,652 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.