Blue Bell Private Wealth Management’s Principal Financial Group PFG Stock Holding History

Blue Bell Private 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
2022 Q4	–	Sell	-134	Closed	-$10K	–	731
2022 Q3	$10K	Hold	134	–	–	﹤0.01%	380
2022 Q2	$9K	Hold	134	–	–	﹤0.01%	400
2022 Q1	$10K	Hold	134	–	–	﹤0.01%	414
2021 Q4	$10K	Buy	+134	New	+$9.35K	﹤0.01%	404
2016 Q4	–	Sell	-743	Closed	-$39K	–	363
2016 Q3	$39K	Hold	743	–	–	0.02%	231
2016 Q2	$31K	Hold	743	–	–	0.02%	251
2016 Q1	$29K	Hold	743	–	–	0.02%	261
2015 Q4	$33K	Hold	743	–	–	0.02%	254
2015 Q3	$35K	Hold	743	–	–	0.02%	256
2015 Q2	$38K	Hold	743	–	–	0.02%	246
2015 Q1	$38K	Buy	743 +134	+22%	+$6.73K	0.02%	248
2014 Q4	$31K	Hold	609	–	–	0.02%	275
2014 Q3	$32K	Hold	609	–	–	0.02%	288
2014 Q2	$31K	Hold	609	–	–	0.02%	274
2014 Q1	$28K	Hold	609	–	–	0.02%	257
2013 Q4	$30K	Buy	+609	New	+$28.9K	0.02%	259

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 $3.38T AUM 44.17% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Blue Bell Private Wealth Management's PFG Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of Principal Financial Group (PFG) in Q4 2022, closing a stake of 134 shares — an estimated $10K sold.

Blue Bell Private Wealth Management first reported a position in PFG in Q4 2013 and held it in 16 quarters. The position peaked at $39K in Q3 2016. 782 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

Blue Bell Private Wealth Management reported no remaining Principal Financial Group position as of Q4 2022 after selling out during the quarter.
Blue Bell Private Wealth Management sold 134 Principal Financial Group shares in Q4 2022, an estimated $10K.
Blue Bell Private Wealth Management first reported a position in Principal Financial Group in Q4 2013 and held it in 16 quarters.
Blue Bell Private Wealth Management's Principal Financial Group position peaked at $39K in Q3 2016.
782 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.