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Ahrens Investment Partners’s Principal Financial Group PFG Stock Holding History

Ahrens Investment Partners’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 		$44.6K Buy
+600
New +$50.9K 0.02% 342
2022
Q3 		– Sell
-600
Closed -$40K – 696
2022
Q2 		$40K Hold
600
– – 0.02% 375
2022
Q1 		$44K Hold
600
– – 0.01% 419
2021
Q4 		$43K Buy
+600
New +$41.9K 0.02% 437

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ahrens Investment Partners's PFG Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Principal Financial Group (PFG) in Q1 2023: 600 shares worth $44.6K. The stake represents 0.02% of the portfolio and ranks #342 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in PFG as recently as Q2 2022.

Ahrens Investment Partners first reported a position in PFG in Q4 2021 and has held it in 4 quarters since. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

  • Ahrens Investment Partners held 600 shares of Principal Financial Group worth $44.6K as of Q1 2023.
  • Principal Financial Group was a new Ahrens Investment Partners position in Q1 2023.
  • Principal Financial Group made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #342 holding.
  • Ahrens Investment Partners first reported a position in Principal Financial Group in Q4 2021 and has held it in 4 quarters since.
  • 743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.