WealthSpring Partners’s Procter & Gamble PG Stock Holding History

WealthSpring 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
2023 Q3	–	Sell	-1,350	Closed	-$205K	–	73
2023 Q2	$205K	Buy	+1,350	New	+$203K	0.15%	72

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthSpring Partners's PG Position: Q3 2023 in Review

WealthSpring Partners sold out of Procter & Gamble (PG) in Q3 2023, closing a stake of 1,350 shares — an estimated $205K sold.

WealthSpring Partners first reported a position in PG in Q2 2023 and held it in 1 quarter. The position peaked at $205K in Q2 2023. 3,404 funds tracked by Wall St. Rank hold PG as of Q3 2023.

WealthSpring Partners reported no remaining Procter & Gamble position as of Q3 2023 after selling out during the quarter.
WealthSpring Partners sold 1,350 Procter & Gamble shares in Q3 2023, an estimated $205K.
WealthSpring Partners first reported a position in Procter & Gamble in Q2 2023 and held it in 1 quarter.
WealthSpring Partners's Procter & Gamble position peaked at $205K in Q2 2023.
3,404 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2023.

Based on WealthSpring Partners's 13F filing for Q3 2023, filed 3 Nov 2023.