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ASB Consultores’s Principal Financial Group PFG Stock Holding History

ASB Consultores’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
Q2 		– Sell
-3,396
Closed -$249K – 220
2022
Q1 		$249K Sell
3,396
-524
-13% -$37.9K 0.11% 178
2021
Q4 		$284K Buy
+3,920
New +$274K 0.14% 161

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ASB Consultores's PFG Position: Q2 2022 in Review

ASB Consultores sold out of Principal Financial Group (PFG) in Q2 2022, closing a stake of 3,396 shares — an estimated $249K sold.

ASB Consultores first reported a position in PFG in Q4 2021 and held it in 2 quarters. The position peaked at $284K in Q4 2021. 689 funds tracked by Wall St. Rank hold PFG as of Q2 2022.

  • ASB Consultores reported no remaining Principal Financial Group position as of Q2 2022 after selling out during the quarter.
  • ASB Consultores sold 3,396 Principal Financial Group shares in Q2 2022, an estimated $249K.
  • ASB Consultores first reported a position in Principal Financial Group in Q4 2021 and held it in 2 quarters.
  • ASB Consultores's Principal Financial Group position peaked at $284K in Q4 2021.
  • 689 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2022.

Based on ASB Consultores's 13F filing for Q2 2022, filed 11 Jan 2023.