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Astoria Portfolio Advisors’s Principal Financial Group PFG Stock Holding History

Astoria Portfolio 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
2023
Q3 		– Sell
-3,260
Closed -$261K – 187
2023
Q2 		$261K Buy
3,260
+89
+3% +$6.42K 0.1% 157
2023
Q1 		$230K Buy
3,171
+184
+6% +$15.6K 0.1% 169
2022
Q4 		$263K Buy
+2,987
New +$256K 0.12% 160

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Astoria Portfolio Advisors's PFG Position: Q3 2023 in Review

Astoria Portfolio Advisors sold out of Principal Financial Group (PFG) in Q3 2023, closing a stake of 3,260 shares — an estimated $261K sold.

Astoria Portfolio Advisors first reported a position in PFG in Q4 2022 and held it in 3 quarters. The position peaked at $263K in Q4 2022. 721 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

  • Astoria Portfolio Advisors reported no remaining Principal Financial Group position as of Q3 2023 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 3,260 Principal Financial Group shares in Q3 2023, an estimated $261K.
  • Astoria Portfolio Advisors first reported a position in Principal Financial Group in Q4 2022 and held it in 3 quarters.
  • Astoria Portfolio Advisors's Principal Financial Group position peaked at $263K in Q4 2022.
  • 721 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

Based on Astoria Portfolio Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.