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YorkBridge Wealth Partners’s Procter & Gamble PG Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$4.08M Sell
26,944
-678
-2% -$95K 1.04% 22
2022
Q3 		$3.49M Buy
27,622
+1,408
+5% +$200K 0.9% 26
2022
Q2 		$3.77M Buy
26,214
+401
+2% +$60.3K 0.99% 21
2022
Q1 		$3.94M Buy
25,813
+347
+1% +$54.3K 0.87% 28
2021
Q4 		$4.17M Sell
25,466
-463
-2% -$68.7K 0.93% 27
2021
Q3 		$3.63M Sell
25,929
-138
-0.5% -$19.6K 0.91% 30
2021
Q2 		$3.52M Buy
26,067
+748
+3% +$101K 0.92% 29
2021
Q1 		$3.43M Buy
25,319
+1,720
+7% +$224K 1.01% 26
2020
Q4 		$3.28M Buy
23,599
+309
+1% +$43.2K 1.1% 23
2020
Q3 		$3.24M Buy
23,290
+1,472
+7% +$195K 1.36% 20
2020
Q2 		$2.61M Buy
21,818
+92
+0.4% +$10.7K 1.19% 22
2020
Q1 		$2.39M Sell
21,726
-415
-2% -$49.8K 1.47% 17
2019
Q4 		$2.77M Sell
22,141
-1,092
-5% -$134K 1.27% 20
2019
Q3 		$2.89M Sell
23,233
-1,808
-7% -$214K 1.46% 15
2019
Q2 		$2.75M Buy
25,041
+112
+0.4% +$11.9K 1.22% 15
2019
Q1 		$2.59M Sell
24,929
-1,157
-4% -$113K 1.2% 13
2018
Q4 		$2.4M Sell
26,086
-547
-2% -$48.9K 1.27% 12
2018
Q3 		$2.23M Sell
26,633
-652
-2% -$53.3K 1.02% 20
2018
Q2 		$2.13M Buy
27,285
+798
+3% +$60.1K 0.93% 22
2018
Q1 		$2.06M Buy
26,487
+416
+2% +$34.7K 0.95% 22
2017
Q4 		$2.11M Buy
26,071
+1,585
+6% +$143K 1.02% 19
2017
Q3 		$2.23M Buy
24,486
+866
+4% +$78.8K 1.16% 17
2017
Q2 		$2.07M Buy
23,620
+633
+3% +$55.8K 1.1% 17
2017
Q1 		$1.98M Buy
22,987
+1,377
+6% +$122K 1.04% 20
2016
Q4 		$1.8M Buy
+21,610
New +$1.84M 1.07% 21

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
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
Norges Bank Oslo, Norway $935B AUM

YorkBridge Wealth Partners's PG Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Procter & Gamble (PG) stake by 2.5% in Q4 2022, selling an estimated $95K and leaving 26,944 shares worth $4.08M. The position accounts for 1.04% of the portfolio, ranked #22.

YorkBridge Wealth Partners first reported a position in PG in Q4 2016 and has held it in 25 quarters since. The position peaked at $4.17M in Q4 2021. 3,398 funds tracked by Wall St. Rank hold PG as of Q4 2022.

  • YorkBridge Wealth Partners held 26,944 shares of Procter & Gamble worth $4.08M as of Q4 2022.
  • YorkBridge Wealth Partners sold 678 Procter & Gamble shares in Q4 2022, an estimated $95K.
  • Procter & Gamble made up 1.04% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #22 holding.
  • YorkBridge Wealth Partners first reported a position in Procter & Gamble in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Procter & Gamble position peaked at $4.17M in Q4 2021.
  • 3,398 funds tracked by Wall St. Rank held Procter & Gamble as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.