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Coppell Advisory Solutions Corp’s Principal Financial Group PFG Stock Holding History

Coppell Advisory Solutions Corp’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
-122
Closed -$10.2K – 813
2022
Q4 		$10.2K Buy
+122
New +$10.5K ﹤0.01% 608

Other funds holding PFG

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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

Coppell Advisory Solutions Corp's PFG Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 122 shares — an estimated $10.2K sold.

Coppell Advisory Solutions Corp first reported a position in PFG in Q4 2022 and held it in 1 quarter. The position peaked at $10.2K in Q4 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 122 Principal Financial Group shares in Q1 2023, an estimated $10.2K.
  • Coppell Advisory Solutions Corp first reported a position in Principal Financial Group in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Principal Financial Group position peaked at $10.2K in Q4 2022.
  • 743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.