Baystate Wealth Management’s Principal Financial Group PFG Stock Holding History

Baystate Wealth 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 Q4	$138	Sell	1 -29	-97%	-$2.1K	﹤0.01%	1281
2023 Q3	$2.18K	Buy	+30	New	+$2.33K	﹤0.01%	788
2021 Q4	–	Sell	-11	Closed	-$1K	–	943
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	791
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	761
2021 Q1	$1K	Hold	11	–	–	﹤0.01%	690
2020 Q4	$1K	Hold	11	–	–	﹤0.01%	642
2020 Q3	$0	Hold	11	–	–	﹤0.01%	718
2020 Q2	$0	Hold	11	–	–	﹤0.01%	718
2020 Q1	$0	Hold	11	–	–	﹤0.01%	659
2019 Q4	$1K	Hold	11	–	–	﹤0.01%	589
2019 Q3	$1K	Buy	11 +1	+10%	+$56	﹤0.01%	544
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	592
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	607
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	612
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	625
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	636
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	604
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	598
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	580
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	609
2017 Q1	$1K	Buy	+10	New	+$610	﹤0.01%	575

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 $3.37T AUM 44.26% 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

Baystate Wealth Management's PFG Position: Q4 2023 in Review

Baystate Wealth Management reduced its Principal Financial Group (PFG) stake by 97% in Q4 2023, selling an estimated $2.1K and leaving 1 share worth $138. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Baystate Wealth Management first reported a position in PFG in Q1 2017 and has held it in 21 quarters since. The position peaked at $2.18K in Q3 2023. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

Baystate Wealth Management held 1 share of Principal Financial Group worth $138 as of Q4 2023.
Baystate Wealth Management sold 29 Principal Financial Group shares in Q4 2023, an estimated $2.1K.
Principal Financial Group made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1281 holding.
Baystate Wealth Management first reported a position in Principal Financial Group in Q1 2017 and has held it in 21 quarters since.
Baystate Wealth Management's Principal Financial Group position peaked at $2.18K in Q3 2023.
756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.