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Fortis Capital Advisors’s Principal Financial Group PFG Stock Holding History

Fortis Capital 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
Q2 		– Sell
-60
Closed -$4.46K – 473
2023
Q1 		$4.46K Buy
60
+30
+100% +$2.54K ﹤0.01% 510
2022
Q4 		$2.52K Buy
+30
New +$2.57K ﹤0.01% 567

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

Fortis Capital Advisors's PFG Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Principal Financial Group (PFG) in Q2 2023, closing a stake of 60 shares — an estimated $4.46K sold.

Fortis Capital Advisors first reported a position in PFG in Q4 2022 and held it in 2 quarters. The position peaked at $4.46K in Q1 2023. 730 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Principal Financial Group position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 60 Principal Financial Group shares in Q2 2023, an estimated $4.46K.
  • Fortis Capital Advisors first reported a position in Principal Financial Group in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Principal Financial Group position peaked at $4.46K in Q1 2023.
  • 730 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.