Clearview Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Clearview Wealth 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
2023 Q1	–	Sell	-513	Closed	-$43.5K	–	698
2022 Q4	$43.1K	Hold	513	–	–	0.03%	175
2022 Q3	$37K	Hold	513	–	–	0.03%	194
2022 Q2	$34K	Hold	513	–	–	0.03%	221
2022 Q1	$38K	Hold	513	–	–	0.03%	230
2021 Q4	$37K	Buy	+513	New	+$35.8K	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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearview Wealth Advisors's PFG Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 513 shares — an estimated $43.5K sold.

Clearview Wealth Advisors first reported a position in PFG in Q4 2021 and held it in 5 quarters. The position peaked at $43.1K in Q4 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

Clearview Wealth Advisors reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 513 Principal Financial Group shares in Q1 2023, an estimated $43.5K.
Clearview Wealth Advisors first reported a position in Principal Financial Group in Q4 2021 and held it in 5 quarters.
Clearview Wealth Advisors's Principal Financial Group position peaked at $43.1K in Q4 2022.
743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.