WEPOG
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Wealth Enhancement & Preservation of GA’s Procter & Gamble PG Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q2 		$794K Buy
5,231
+351
+7% +$52.9K 0.76% 22
2023
Q1 		$726K Buy
4,880
+854
+21% +$122K 0.87% 20
2022
Q4 		$610K Buy
+4,026
New +$564K 1% 28

Other funds holding PG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Wealth Enhancement & Preservation of GA's PG Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA increased its Procter & Gamble (PG) stake by 7.2% in Q2 2023, buying an estimated $52.9K and bringing the position to 5,231 shares worth $794K. The position accounts for 0.76% of the portfolio, ranked #22.

Wealth Enhancement & Preservation of GA first reported a position in PG in Q4 2022 and has held it in 3 quarters since. 3,411 funds tracked by Wall St. Rank hold PG as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 5,231 shares of Procter & Gamble worth $794K as of Q2 2023.
  • Wealth Enhancement & Preservation of GA bought 351 Procter & Gamble shares in Q2 2023, an estimated $52.9K.
  • Procter & Gamble made up 0.76% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #22 holding.
  • Wealth Enhancement & Preservation of GA first reported a position in Procter & Gamble in Q4 2022 and has held it in 3 quarters since.
  • 3,411 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.