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 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FDx Advisors's PFG Position: Q4 2023 in Review

FDx Advisors sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 3,852 shares — an estimated $278K sold.

FDx Advisors first reported a position in PFG in Q4 2017 and held it in 8 quarters. The position peaked at $898K in Q2 2018. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

FDx Advisors reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
FDx Advisors sold 3,852 Principal Financial Group shares in Q4 2023, an estimated $278K.
FDx Advisors first reported a position in Principal Financial Group in Q4 2017 and held it in 8 quarters.
FDx Advisors's Principal Financial Group position peaked at $898K in Q2 2018.
756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on FDx Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.