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Cyndeo Wealth Partners’s Principal Financial Group PFG Stock Holding History

Cyndeo Wealth Partners’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
Q2 		– Sell
-4,314
Closed -$321K – 344
2023
Q1 		$321K Sell
4,314
-46,709
-92% -$3.96M 0.03% 256
2022
Q4 		$4.28M Buy
+51,023
New +$4.38M 0.5% 65

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cyndeo Wealth Partners's PFG Position: Q2 2023 in Review

Cyndeo Wealth Partners sold out of Principal Financial Group (PFG) in Q2 2023, closing a stake of 4,314 shares — an estimated $321K sold.

Cyndeo Wealth Partners first reported a position in PFG in Q4 2022 and held it in 2 quarters. The position peaked at $4.28M in Q4 2022. 730 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

  • Cyndeo Wealth Partners reported no remaining Principal Financial Group position as of Q2 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 4,314 Principal Financial Group shares in Q2 2023, an estimated $321K.
  • Cyndeo Wealth Partners first reported a position in Principal Financial Group in Q4 2022 and held it in 2 quarters.
  • Cyndeo Wealth Partners's Principal Financial Group position peaked at $4.28M in Q4 2022.
  • 730 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2023, filed 27 Jul 2023.