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Antonetti Capital Management’s Principal Financial Group PFG Stock Holding History

Antonetti Capital 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
-33
Closed -$2.8K – 354
2022
Q4 		$2.8K Sell
33
-167
-84% -$14.3K ﹤0.01% 269
2022
Q3 		$14K Hold
200
– – 0.02% 203
2022
Q2 		$13K Hold
200
– – 0.01% 212
2022
Q1 		$15K Hold
200
– – 0.01% 225
2021
Q4 		$14K Hold
200
– – 0.01% 275
2021
Q3 		$13K Buy
+200
New +$12.8K 0.01% 288

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

Antonetti Capital Management's PFG Position: Q1 2023 in Review

Antonetti Capital Management sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 33 shares — an estimated $2.8K sold.

Antonetti Capital Management first reported a position in PFG in Q3 2021 and held it in 6 quarters. The position peaked at $15K in Q1 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

  • Antonetti Capital Management reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
  • Antonetti Capital Management sold 33 Principal Financial Group shares in Q1 2023, an estimated $2.8K.
  • Antonetti Capital Management first reported a position in Principal Financial Group in Q3 2021 and held it in 6 quarters.
  • Antonetti Capital Management's Principal Financial Group position peaked at $15K in Q1 2022.
  • 743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Antonetti Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.