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FDx Advisors’s Principal Financial Group PFG Stock Holding History

FDx 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
2023
Q4 		– Sell
-3,852
Closed -$278K – 705
2023
Q3 		$278K Sell
3,852
-2,050
-35% -$159K 0.02% 499
2023
Q2 		$448K Buy
5,902
+1,740
+42% +$125K 0.02% 476
2023
Q1 		$349K Hold
4,162
– – 0.02% 515
2022
Q4 		$349K Buy
+4,162
New +$357K 0.02% 515
2018
Q4 		– Sell
-8,712
Closed -$510K – 741
2018
Q3 		$510K Sell
8,712
-8,255
-49% -$460K 0.02% 515
2018
Q2 		$898K Buy
16,967
+12,228
+258% +$711K 0.03% 392
2018
Q1 		$289K Sell
4,739
-2,425
-34% -$160K 0.01% 978
2017
Q4 		$505K Buy
+7,164
New +$494K 0.01% 803

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return