Annapolis Financial Services’s Principal Financial Group PFG Stock Holding History

Annapolis Financial Services’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
2024 Q1	–	Sell	-379	Closed	-$29.8K	–	432
2023 Q4	$29.8K	Hold	379	–	–	0.01%	245
2023 Q3	$27.3K	Hold	379	–	–	0.01%	238
2023 Q2	$28.7K	Hold	379	–	–	0.01%	232
2023 Q1	$28.2K	Hold	379	–	–	0.01%	219
2022 Q4	$31.8K	Hold	379	–	–	0.01%	205
2022 Q3	$27K	Hold	379	–	–	0.01%	224
2022 Q2	$25K	Hold	379	–	–	0.01%	229
2022 Q1	$28K	Hold	379	–	–	0.01%	232
2021 Q4	$27K	Hold	379	–	–	0.01%	242
2021 Q3	$24K	Hold	379	–	–	0.01%	227
2021 Q2	$24K	Hold	379	–	–	0.01%	212
2021 Q1	$23K	Hold	379	–	–	0.01%	200
2020 Q4	$19K	Buy	+379	New	+$17.4K	0.01%	201

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Annapolis Financial Services's PFG Position: Q1 2024 in Review

Annapolis Financial Services sold out of Principal Financial Group (PFG) in Q1 2024, closing a stake of 379 shares — an estimated $29.8K sold.

Annapolis Financial Services first reported a position in PFG in Q4 2020 and held it in 13 quarters. The position peaked at $31.8K in Q4 2022. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

Annapolis Financial Services reported no remaining Principal Financial Group position as of Q1 2024 after selling out during the quarter.
Annapolis Financial Services sold 379 Principal Financial Group shares in Q1 2024, an estimated $29.8K.
Annapolis Financial Services first reported a position in Principal Financial Group in Q4 2020 and held it in 13 quarters.
Annapolis Financial Services's Principal Financial Group position peaked at $31.8K in Q4 2022.
765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.