Dynamic Advisor Solutions’s Principal Financial Group PFG Stock Holding History

Dynamic Advisor Solutions’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	-3,564	Closed	-$299K	–	788
2022 Q4	$299K	Buy	3,564 +4	+0.1%	+$343	0.02%	553
2022 Q3	$257K	Buy	3,560 +1	+0%	+$72	0.02%	563
2022 Q2	$238K	Buy	3,559 +4	+0.1%	+$281	0.02%	603
2022 Q1	$261K	Sell	3,555 -122	-3%	-$8.83K	0.02%	604
2021 Q4	$266K	Hold	3,677	–	–	0.02%	607
2021 Q3	$237K	Buy	3,677 +21	+0.6%	+$1.35K	0.02%	646
2021 Q2	$231K	Hold	3,656	–	–	0.02%	628
2021 Q1	$219K	Buy	+3,656	New	+$204K	0.02%	589

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 $3.37T AUM 44.26% 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

Dynamic Advisor Solutions's PFG Position: Q1 2023 in Review

Dynamic Advisor Solutions sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 3,564 shares — an estimated $299K sold.

Dynamic Advisor Solutions first reported a position in PFG in Q1 2021 and held it in 8 quarters. The position peaked at $299K in Q4 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

Dynamic Advisor Solutions reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
Dynamic Advisor Solutions sold 3,564 Principal Financial Group shares in Q1 2023, an estimated $299K.
Dynamic Advisor Solutions first reported a position in Principal Financial Group in Q1 2021 and held it in 8 quarters.
Dynamic Advisor Solutions's Principal Financial Group position peaked at $299K in Q4 2022.
743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2023, filed 11 Apr 2023.