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Center For Asset Management’s Principal Financial Group PFG Stock Holding History

Center For Asset 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
-4,190
Closed -$302K – 108
2023
Q3 		$302K Sell
4,190
-24
-0.6% -$1.86K 0.3% 84
2023
Q2 		$320K Buy
+4,214
New +$304K 0.3% 76

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

Center For Asset Management's PFG Position: Q4 2023 in Review

Center For Asset Management sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 4,190 shares — an estimated $302K sold.

Center For Asset Management first reported a position in PFG in Q2 2023 and held it in 2 quarters. The position peaked at $320K in Q2 2023. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

  • Center For Asset Management reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
  • Center For Asset Management sold 4,190 Principal Financial Group shares in Q4 2023, an estimated $302K.
  • Center For Asset Management first reported a position in Principal Financial Group in Q2 2023 and held it in 2 quarters.
  • Center For Asset Management's Principal Financial Group position peaked at $320K in Q2 2023.
  • 756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on Center For Asset Management's 13F filing for Q4 2023, filed 22 Jan 2024.