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Gateway Advisory’s Principal Financial Group PFG Stock Holding History

Gateway Advisory’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
-3,269
Closed -$243K – 110
2023
Q1 		$243K Buy
+3,269
New +$277K 0.05% 81

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

Gateway Advisory's PFG Position: Q2 2023 in Review

Gateway Advisory sold out of Principal Financial Group (PFG) in Q2 2023, closing a stake of 3,269 shares — an estimated $243K sold.

Gateway Advisory first reported a position in PFG in Q1 2023 and held it in 1 quarter. The position peaked at $243K in Q1 2023. 730 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

  • Gateway Advisory reported no remaining Principal Financial Group position as of Q2 2023 after selling out during the quarter.
  • Gateway Advisory sold 3,269 Principal Financial Group shares in Q2 2023, an estimated $243K.
  • Gateway Advisory first reported a position in Principal Financial Group in Q1 2023 and held it in 1 quarter.
  • Gateway Advisory's Principal Financial Group position peaked at $243K in Q1 2023.
  • 730 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on Gateway Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.