Cornerstone Advisors Asset Management’s Principal Financial Group PFG Stock Holding History

Cornerstone Advisors 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 Q1	–	Sell	-3,068	Closed	-$257K	–	77
2022 Q4	$257K	Hold	3,068	–	–	0.14%	74
2022 Q3	$221K	Sell	3,068 -1,023	-25%	-$73.5K	0.17%	59
2022 Q2	$273K	Hold	4,091	–	–	0.19%	62
2022 Q1	$300K	Hold	4,091	–	–	0.21%	56
2021 Q4	$296K	Buy	+4,091	New	+$285K	0.22%	49

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cornerstone Advisors Asset Management's PFG Position: Q1 2023 in Review

Cornerstone Advisors Asset Management sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 3,068 shares — an estimated $257K sold.

Cornerstone Advisors Asset Management first reported a position in PFG in Q4 2021 and held it in 5 quarters. The position peaked at $300K in Q1 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

Cornerstone Advisors Asset Management reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
Cornerstone Advisors Asset Management sold 3,068 Principal Financial Group shares in Q1 2023, an estimated $257K.
Cornerstone Advisors Asset Management first reported a position in Principal Financial Group in Q4 2021 and held it in 5 quarters.
Cornerstone Advisors Asset Management's Principal Financial Group position peaked at $300K in Q1 2022.
743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Cornerstone Advisors Asset Management's 13F filing for Q1 2023, filed 19 Nov 2024.