CWM
PFG icon

CarsonAllaria Wealth Management’s Principal Financial Group PFG Stock Holding History

CarsonAllaria 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
2023
Q4 		– Sell
-100
Closed -$7.21K – 375
2023
Q3 		$7.21K Buy
+100
New +$7.76K 0.01% 232

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 $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CarsonAllaria Wealth Management's PFG Position: Q4 2023 in Review

CarsonAllaria Wealth Management sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 100 shares — an estimated $7.21K sold.

CarsonAllaria Wealth Management first reported a position in PFG in Q3 2023 and held it in 1 quarter. The position peaked at $7.21K in Q3 2023. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

  • CarsonAllaria Wealth Management reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 100 Principal Financial Group shares in Q4 2023, an estimated $7.21K.
  • CarsonAllaria Wealth Management first reported a position in Principal Financial Group in Q3 2023 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Principal Financial Group position peaked at $7.21K in Q3 2023.
  • 756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.