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WIA
Wealthstreet Investment Advisors’s
Procter & Gamble
PG
Stock Holding History
Wealthstreet Investment Advisors’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
Q3
–
Sell
-2,307
Closed
-$311K
–
86
2021
Q2
$311K
Sell
2,307
-87,372
-97%
-$11.8M
1.61%
21
2021
Q1
$12.1M
Sell
89,679
-2,050
-2%
-$267K
1.18%
20
2020
Q4
$12.8M
Sell
91,729
-175
-0.2%
-$24.5K
1.29%
19
2020
Q3
$12.8M
Buy
91,904
+646
+0.7%
+$85.8K
1.43%
17
2020
Q2
$10.9M
Sell
91,258
-32
-0%
-$3.73K
1.34%
20
2020
Q1
$10M
Buy
91,290
+198
+0.2%
+$23.8K
1.48%
18
2019
Q4
$11.4M
Sell
91,092
-400
-0.4%
-$48.9K
1.33%
19
2019
Q3
$11.3M
Buy
91,492
+304
+0.3%
+$35.9K
1.44%
18
2019
Q2
$10M
Buy
91,188
+301
+0.3%
+$32.1K
1.29%
19
2019
Q1
$9.46M
Buy
90,887
+910
+1%
+$88.6K
1.25%
19
2018
Q4
$8.41M
Sell
89,977
-1,530
-2%
-$137K
1.18%
19
2018
Q3
$7.62M
Sell
91,507
-2,618
-3%
-$214K
0.94%
26
2018
Q2
$7.35M
Sell
94,125
-1,200
-1%
-$90.3K
0.97%
23
2018
Q1
$7.56M
Buy
95,325
+1,728
+2%
+$144K
0.95%
23
2017
Q4
$8.6M
Buy
+93,597
New
+$8.42M
1.04%
22
Other funds holding PG
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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