WU
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Wealthsimple US’s Procter & Gamble PG Stock Holding History

Wealthsimple US’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
Q1 		$208K Sell
1,539
-147
-9% -$19.2K 0.12% 22
2020
Q4 		$235K Buy
+1,686
New +$236K 0.13% 22
2020
Q3 		– Sell
-2,393
Closed -$286K – 32
2020
Q2 		$286K Buy
2,393
+160
+7% +$18.7K 0.22% 29
2020
Q1 		$246K Sell
2,233
-95
-4% -$11.4K 0.22% 28
2019
Q4 		$291K Buy
+2,328
New +$285K 0.23% 25

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthsimple US's PG Position: Q1 2021 in Review

Wealthsimple US reduced its Procter & Gamble (PG) stake by 8.7% in Q1 2021, selling an estimated $19.2K and leaving 1,539 shares worth $208K. The position accounts for 0.12% of the portfolio, ranked #22.

Wealthsimple US first reported a position in PG in Q4 2019 and has held it in 5 quarters since. The position peaked at $291K in Q4 2019. 2,933 funds tracked by Wall St. Rank hold PG as of Q1 2021.

  • Wealthsimple US held 1,539 shares of Procter & Gamble worth $208K as of Q1 2021.
  • Wealthsimple US sold 147 Procter & Gamble shares in Q1 2021, an estimated $19.2K.
  • Procter & Gamble made up 0.12% of Wealthsimple US's portfolio in Q1 2021, its #22 holding.
  • Wealthsimple US first reported a position in Procter & Gamble in Q4 2019 and has held it in 5 quarters since.
  • Wealthsimple US's Procter & Gamble position peaked at $291K in Q4 2019.
  • 2,933 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2021.

Based on Wealthsimple US's 13F filing for Q1 2021, filed 12 May 2021.