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Adirondack Retirement Specialists’s Principal Financial Group PFG Stock Holding History

Adirondack Retirement Specialists’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
-100
Closed -$8.39K – 172
2022
Q4 		$8.39K Buy
+100
New +$8.58K 0.01% 53

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

Adirondack Retirement Specialists's PFG Position: Q1 2023 in Review

Adirondack Retirement Specialists sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 100 shares — an estimated $8.39K sold.

Adirondack Retirement Specialists first reported a position in PFG in Q4 2022 and held it in 1 quarter. The position peaked at $8.39K in Q4 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

  • Adirondack Retirement Specialists reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 100 Principal Financial Group shares in Q1 2023, an estimated $8.39K.
  • Adirondack Retirement Specialists first reported a position in Principal Financial Group in Q4 2022 and held it in 1 quarter.
  • Adirondack Retirement Specialists's Principal Financial Group position peaked at $8.39K in Q4 2022.
  • 743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q1 2023, filed 7 Apr 2023.