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Wealth Management Solutions’s Procter & Gamble PG Stock Holding History

Wealth Management Solutions’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
-1,280
Closed -$209K – 124
2021
Q4 		$209K Buy
+1,280
New +$190K 0.11% 114

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

Wealth Management Solutions's PG Position: Q1 2022 in Review

Wealth Management Solutions sold out of Procter & Gamble (PG) in Q1 2022, closing a stake of 1,280 shares — an estimated $209K sold.

Wealth Management Solutions first reported a position in PG in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 3,290 funds tracked by Wall St. Rank hold PG as of Q1 2022.

  • Wealth Management Solutions reported no remaining Procter & Gamble position as of Q1 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 1,280 Procter & Gamble shares in Q1 2022, an estimated $209K.
  • Wealth Management Solutions first reported a position in Procter & Gamble in Q4 2021 and held it in 1 quarter.
  • Wealth Management Solutions's Procter & Gamble position peaked at $209K in Q4 2021.
  • 3,290 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2022.

Based on Wealth Management Solutions's 13F filing for Q1 2022, filed 6 May 2022.