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Wipfli Financial Advisors’s Procter & Gamble PG Stock Holding History

Wipfli Financial 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
2022
Q3 		$5.12M Buy
40,587
+35,089
+638% +$4.98M 0.36% 33
2022
Q2 		$791K Sell
5,498
-290
-5% -$43.6K 0.09% 42
2022
Q1 		$884K Buy
+5,788
New +$906K 0.09% 42

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wipfli Financial Advisors's PG Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Procter & Gamble (PG) stake by 638% in Q3 2022, buying an estimated $4.98M and bringing the position to 40,587 shares worth $5.12M. The position accounts for 0.36% of the portfolio, ranked #33.

Wipfli Financial Advisors first reported a position in PG in Q1 2022 and has held it in 3 quarters since. 3,196 funds tracked by Wall St. Rank hold PG as of Q3 2022.

  • Wipfli Financial Advisors held 40,587 shares of Procter & Gamble worth $5.12M as of Q3 2022.
  • Wipfli Financial Advisors bought 35,089 Procter & Gamble shares in Q3 2022, an estimated $4.98M.
  • Procter & Gamble made up 0.36% of Wipfli Financial Advisors's portfolio in Q3 2022, its #33 holding.
  • Wipfli Financial Advisors first reported a position in Procter & Gamble in Q1 2022 and has held it in 3 quarters since.
  • 3,196 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.