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WWM
WT Wealth Management’s
Procter & Gamble
PG
Stock Holding History
WT Wealth Management’s Portfolio
PG Stock Details
PG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-9,732
Closed
-$1.23M
–
103
2022
Q3
$1.23M
Buy
9,732
+322
+3%
+$45.7K
0.62%
48
2022
Q2
$1.35M
Buy
9,410
+7,898
+522%
+$1.19M
0.67%
49
2022
Q1
$231K
Hold
1,512
–
–
0.09%
112
2021
Q4
$247K
Hold
1,512
–
–
0.09%
112
2021
Q3
$211K
Hold
1,512
–
–
0.08%
117
2021
Q2
$204K
Sell
1,512
-80
-5%
-$10.8K
0.08%
121
2021
Q1
$216K
Sell
1,592
-139
-8%
-$18.1K
0.1%
118
2020
Q4
$240K
Sell
1,731
-333
-16%
-$46.5K
0.13%
106
2020
Q3
$286K
Buy
2,064
+117
+6%
+$15.5K
0.19%
90
2020
Q2
$232K
Buy
+1,947
New
+$227K
0.19%
81
2019
Q4
–
Sell
-1,610
Closed
-$200K
–
93
2019
Q3
$200K
Buy
+1,610
New
+$190K
0.17%
82
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
AWA
Arete Wealth Advisors
Chicago, Illinois
$1.33B AUM
25.12%
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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