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Bellwether Advisors’s Principal Financial Group PFG Stock Holding History

Bellwether 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
2022
Q4 		– Sell
-237
Closed -$17K – 531
2022
Q3 		$17K Buy
+237
New +$17K 0.01% 229
2021
Q3 		– Sell
-15,747
Closed -$995K – 600
2021
Q2 		$995K Buy
+15,747
New +$1.01M 0.34% 61

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 $3.37T 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bellwether Advisors's PFG Position: Q4 2022 in Review

Bellwether Advisors sold out of Principal Financial Group (PFG) in Q4 2022, closing a stake of 237 shares — an estimated $17K sold.

Bellwether Advisors first reported a position in PFG in Q2 2021 and held it in 2 quarters. The position peaked at $995K in Q2 2021. 782 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

  • Bellwether Advisors reported no remaining Principal Financial Group position as of Q4 2022 after selling out during the quarter.
  • Bellwether Advisors sold 237 Principal Financial Group shares in Q4 2022, an estimated $17K.
  • Bellwether Advisors first reported a position in Principal Financial Group in Q2 2021 and held it in 2 quarters.
  • Bellwether Advisors's Principal Financial Group position peaked at $995K in Q2 2021.
  • 782 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.