Global Wealth Management Investment Advisory’s Principal Financial Group PFG Stock Holding History

Global Wealth Management Investment 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
2022 Q3	–	Sell	-162	Closed	-$11K	–	376
2022 Q2	$11K	Buy	+162	New	+$11.4K	﹤0.01%	279
2019 Q4	–	Sell	-36	Closed	-$2K	–	697
2019 Q3	$2K	Hold	36	–	–	﹤0.01%	533
2019 Q2	$2K	Hold	36	–	–	﹤0.01%	584
2019 Q1	$2K	Hold	36	–	–	﹤0.01%	567
2018 Q4	$2K	Buy	+36	New	+$1.77K	﹤0.01%	599

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Global Wealth Management Investment Advisory's PFG Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Principal Financial Group (PFG) in Q3 2022, closing a stake of 162 shares — an estimated $11K sold.

Global Wealth Management Investment Advisory first reported a position in PFG in Q4 2018 and held it in 5 quarters. The position peaked at $11K in Q2 2022. 705 funds tracked by Wall St. Rank hold PFG as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining Principal Financial Group position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 162 Principal Financial Group shares in Q3 2022, an estimated $11K.
Global Wealth Management Investment Advisory first reported a position in Principal Financial Group in Q4 2018 and held it in 5 quarters.
Global Wealth Management Investment Advisory's Principal Financial Group position peaked at $11K in Q2 2022.
705 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.