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Global Assets Advisory’s Principal Financial Group PFG Stock Holding History

Global Assets 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
Q1 		– Sell
-2,945
Closed -$247K – 152
2022
Q4 		$247K Buy
2,945
+120
+4% +$10.3K 0.26% 106
2022
Q3 		$249K Buy
+2,825
New +$203K 0.25% 101

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Global Assets Advisory's PFG Position: Q1 2023 in Review

Global Assets Advisory sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 2,945 shares — an estimated $247K sold.

Global Assets Advisory first reported a position in PFG in Q3 2022 and held it in 2 quarters. The position peaked at $249K in Q3 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

  • Global Assets Advisory reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
  • Global Assets Advisory sold 2,945 Principal Financial Group shares in Q1 2023, an estimated $247K.
  • Global Assets Advisory first reported a position in Principal Financial Group in Q3 2022 and held it in 2 quarters.
  • Global Assets Advisory's Principal Financial Group position peaked at $249K in Q3 2022.
  • 743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Global Assets Advisory's 13F filing for Q1 2023, filed 21 Apr 2023.