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Wealthspire Advisors (Maryland)’s Procter & Gamble PG Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$5.92M Buy
42,554
+1,412
+3% +$187K 0.21% 60
2020
Q2 		$4.92M Buy
41,142
+3,880
+10% +$452K 0.35% 46
2020
Q1 		$4.1M Sell
37,262
-8,307
-18% -$997K 0.36% 49
2019
Q4 		$5.69M Buy
45,569
+6,399
+16% +$783K 0.38% 43
2019
Q3 		$4.87M Sell
39,170
-6,883
-15% -$813K 0.36% 48
2019
Q2 		$5.05M Buy
46,053
+17
+0% +$1.81K 0.38% 48
2019
Q1 		$4.79M Sell
46,036
-899
-2% -$87.5K 0.36% 47
2018
Q4 		$4.31M Buy
46,935
+649
+1% +$58K 0.38% 47
2018
Q3 		$3.85M Sell
46,286
-1,791
-4% -$146K 0.32% 46
2018
Q2 		$3.75M Buy
48,077
+209
+0.4% +$15.7K 0.34% 49
2018
Q1 		$3.79M Sell
47,868
-1,681
-3% -$140K 0.36% 48
2017
Q4 		$4.55M Buy
49,549
+7,211
+17% +$649K 0.44% 40
2017
Q3 		$3.85M Buy
42,338
+3,267
+8% +$297K 0.42% 38
2017
Q2 		$3.4M Buy
39,071
+5,298
+16% +$467K 0.4% 41
2017
Q1 		$3.04M Sell
33,773
-270
-0.8% -$23.9K 0.43% 35
2016
Q4 		$2.86M Buy
34,043
+2,471
+8% +$211K 0.43% 38
2016
Q3 		$2.83M Sell
31,572
-1,809
-5% -$157K 0.44% 36
2016
Q2 		$2.83M Buy
33,381
+378
+1% +$31K 0.47% 35
2016
Q1 		$2.72M Buy
33,003
+4,119
+14% +$332K 0.48% 37
2015
Q4 		$2.29M Buy
+28,884
New +$2.21M 0.43% 38

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (Maryland)'s PG Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Procter & Gamble (PG) stake by 3.4% in Q3 2020, buying an estimated $187K and bringing the position to 42,554 shares worth $5.92M. The position accounts for 0.21% of the portfolio, ranked #60.

Wealthspire Advisors (Maryland) first reported a position in PG in Q4 2015 and has held it in 20 quarters since. 2,731 funds tracked by Wall St. Rank hold PG as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 42,554 shares of Procter & Gamble worth $5.92M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,412 Procter & Gamble shares in Q3 2020, an estimated $187K.
  • Procter & Gamble made up 0.21% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #60 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Procter & Gamble in Q4 2015 and has held it in 20 quarters since.
  • 2,731 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.