WealthStone’s Procter & Gamble PG Stock Holding History

WealthStone’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	$1.83M	Sell	13,499 -695	-5%	-$90.7K	0.64%	23
2020 Q4	$1.98M	Buy	14,194 +306	+2%	+$42.8K	0.7%	19
2020 Q3	$1.93M	Buy	13,888 +9,109	+191%	+$1.21M	0.88%	16
2020 Q2	$571K	Buy	+4,779	New	+$557K	0.27%	53
2019 Q3	–	Sell	-1,089	Closed	-$119K	–	454
2019 Q2	$119K	Buy	+1,089	New	+$116K	0.05%	131

Other funds holding PG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

WealthStone's PG Position: Q1 2021 in Review

WealthStone reduced its Procter & Gamble (PG) stake by 4.9% in Q1 2021, selling an estimated $90.7K and leaving 13,499 shares worth $1.83M. The position accounts for 0.64% of the portfolio, ranked #23.

WealthStone first reported a position in PG in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.98M in Q4 2020. 2,932 funds tracked by Wall St. Rank hold PG as of Q1 2021.

WealthStone held 13,499 shares of Procter & Gamble worth $1.83M as of Q1 2021.
WealthStone sold 695 Procter & Gamble shares in Q1 2021, an estimated $90.7K.
Procter & Gamble made up 0.64% of WealthStone's portfolio in Q1 2021, its #23 holding.
WealthStone first reported a position in Procter & Gamble in Q2 2019 and has held it in 5 quarters since.
WealthStone's Procter & Gamble position peaked at $1.98M in Q4 2020.
2,932 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.