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Dixon Hughes Goodman Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$59K Sell
806
-2
-0.2% -$145 0.02% 296
2021
Q4 		$58K Buy
+808
New +$56.4K 0.02% 248

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's PFG Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Principal Financial Group (PFG) stake by 0.25% in Q1 2022, selling an estimated $145 and leaving 806 shares worth $59K. The position accounts for 0.02% of the portfolio, ranked #296.

Dixon Hughes Goodman Wealth Advisors first reported a position in PFG in Q4 2021 and has held it in 2 quarters since. 686 funds tracked by Wall St. Rank hold PFG as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 806 shares of Principal Financial Group worth $59K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 2 Principal Financial Group shares in Q1 2022, an estimated $145.
  • Principal Financial Group made up 0.02% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #296 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Principal Financial Group in Q4 2021 and has held it in 2 quarters since.
  • 686 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.