AWM
PFG icon

Accurate Wealth Management’s Principal Financial Group PFG Stock Holding History

Accurate Wealth Management’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-121
Closed -$10.6K – 1075
2022
Q4 		$10.6K Buy
+121
New +$10.4K ﹤0.01% 841

Other funds holding PFG

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
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accurate Wealth Management's PFG Position: Q1 2023 in Review

Accurate Wealth Management sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 121 shares — an estimated $10.6K sold.

Accurate Wealth Management first reported a position in PFG in Q4 2022 and held it in 1 quarter. The position peaked at $10.6K in Q4 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

  • Accurate Wealth Management reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 121 Principal Financial Group shares in Q1 2023, an estimated $10.6K.
  • Accurate Wealth Management first reported a position in Principal Financial Group in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Principal Financial Group position peaked at $10.6K in Q4 2022.
  • 743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.