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Caliber Wealth Management (Utah)’s Principal Financial Group PFG Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		– Sell
-5,312
Closed -$446K – 81
2022
Q4 		$446K Buy
+5,312
New +$456K 0.34% 60

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Caliber Wealth Management (Utah)'s PFG Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 5,312 shares — an estimated $446K sold.

Caliber Wealth Management (Utah) first reported a position in PFG in Q4 2022 and held it in 1 quarter. The position peaked at $446K in Q4 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 5,312 Principal Financial Group shares in Q1 2023, an estimated $446K.
  • Caliber Wealth Management (Utah) first reported a position in Principal Financial Group in Q4 2022 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s Principal Financial Group position peaked at $446K in Q4 2022.
  • 743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.