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Amplius Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-116
Closed -$8K – 696
2021
Q4 		$8K Buy
+116
New +$8.1K ﹤0.01% 641

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amplius Wealth Advisors's PFG Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Principal Financial Group (PFG) in Q1 2022, closing a stake of 116 shares — an estimated $8K sold.

Amplius Wealth Advisors first reported a position in PFG in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 686 funds tracked by Wall St. Rank hold PFG as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Principal Financial Group position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 116 Principal Financial Group shares in Q1 2022, an estimated $8K.
  • Amplius Wealth Advisors first reported a position in Principal Financial Group in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Principal Financial Group position peaked at $8K in Q4 2021.
  • 686 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.