BDO Wealth Advisors’s Principal Financial Group PFG Stock Holding History

BDO Wealth 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 Q2	$12.9K	Buy	170 +70	+70%	+$5.05K	﹤0.01%	668
2023 Q1	$7.43K	Hold	100	–	–	﹤0.01%	756
2022 Q4	$8.39K	Hold	100	–	–	﹤0.01%	711
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	781
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	741
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	784
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	781
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	808
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	844
2021 Q1	$6K	Hold	100	–	–	﹤0.01%	827
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	645
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	594
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	579
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	652
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	466
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	487
2019 Q2	$6K	Hold	100	–	–	﹤0.01%	481
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	472
2018 Q4	$4K	Sell	100 -118	-54%	-$5.81K	﹤0.01%	461
2018 Q3	$13K	Hold	218	–	–	﹤0.01%	434
2018 Q2	$12K	Hold	218	–	–	﹤0.01%	443
2018 Q1	$13K	Hold	218	–	–	﹤0.01%	372
2017 Q4	$15K	Hold	218	–	–	0.01%	297
2017 Q3	$14K	Hold	218	–	–	0.01%	286
2017 Q2	$14K	Buy	+218	New	+$13.8K	0.01%	333

Other funds holding PFG

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BDO Wealth Advisors's PFG Position: Q2 2023 in Review

BDO Wealth Advisors increased its Principal Financial Group (PFG) stake by 70% in Q2 2023, buying an estimated $5.05K and bringing the position to 170 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

BDO Wealth Advisors first reported a position in PFG in Q2 2017 and has held it in 25 quarters since. The position peaked at $15K in Q4 2017. 730 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

BDO Wealth Advisors held 170 shares of Principal Financial Group worth $12.9K as of Q2 2023.
BDO Wealth Advisors bought 70 Principal Financial Group shares in Q2 2023, an estimated $5.05K.
Principal Financial Group made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #668 holding.
BDO Wealth Advisors first reported a position in Principal Financial Group in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Principal Financial Group position peaked at $15K in Q4 2017.
730 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.