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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealthstreet Investment Advisors's PG Position: Q3 2021 in Review

Wealthstreet Investment Advisors sold out of Procter & Gamble (PG) in Q3 2021, closing a stake of 2,307 shares — an estimated $311K sold.

Wealthstreet Investment Advisors first reported a position in PG in Q4 2017 and held it in 15 quarters. The position peaked at $12.8M in Q3 2020. 2,939 funds tracked by Wall St. Rank hold PG as of Q3 2021.

  • Wealthstreet Investment Advisors reported no remaining Procter & Gamble position as of Q3 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 2,307 Procter & Gamble shares in Q3 2021, an estimated $311K.
  • Wealthstreet Investment Advisors first reported a position in Procter & Gamble in Q4 2017 and held it in 15 quarters.
  • Wealthstreet Investment Advisors's Procter & Gamble position peaked at $12.8M in Q3 2020.
  • 2,939 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.