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Capital Directions Investment Advisors’s Principal Financial Group PFG Stock Holding History

Capital Directions Investment 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 		$79.5K Buy
+947
New +$81.2K 0.03% 91
2022
Q3 		– Sell
-947
Closed -$63K – 238
2022
Q2 		$63K Buy
+947
New +$66.6K 0.02% 113

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Directions Investment Advisors's PFG Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Principal Financial Group (PFG) in Q4 2022: 947 shares worth $79.5K. The stake represents 0.03% of the portfolio and ranks #91 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in PFG as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in PFG in Q2 2022 and has held it in 2 quarters since. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

  • Capital Directions Investment Advisors held 947 shares of Principal Financial Group worth $79.5K as of Q4 2022.
  • Principal Financial Group was a new Capital Directions Investment Advisors position in Q4 2022.
  • Principal Financial Group made up 0.03% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #91 holding.
  • Capital Directions Investment Advisors first reported a position in Principal Financial Group in Q2 2022 and has held it in 2 quarters since.
  • 784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.