Graves Light Lenhart Wealth’s Principal Financial Group PFG Stock Holding History

Graves Light Lenhart Wealth’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	-1,300	Closed	-$87K	–	464
2022 Q2	$87K	Hold	1,300	–	–	0.01%	249
2022 Q1	$95K	Hold	1,300	–	–	0.01%	274
2021 Q4	$94K	Hold	1,300	–	–	0.01%	312
2021 Q3	$84K	Hold	1,300	–	–	0.01%	302
2021 Q2	$82K	Hold	1,300	–	–	0.01%	310
2021 Q1	$78K	Hold	1,300	–	–	0.01%	317
2020 Q4	$64K	Buy	+1,300	New	+$59.5K	0.01%	335

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NLI

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Graves Light Lenhart Wealth's PFG Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Principal Financial Group (PFG) in Q3 2022, closing a stake of 1,300 shares — an estimated $87K sold.

Graves Light Lenhart Wealth first reported a position in PFG in Q4 2020 and held it in 7 quarters. The position peaked at $95K in Q1 2022. 705 funds tracked by Wall St. Rank hold PFG as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Principal Financial Group position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,300 Principal Financial Group shares in Q3 2022, an estimated $87K.
Graves Light Lenhart Wealth first reported a position in Principal Financial Group in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Principal Financial Group position peaked at $95K in Q1 2022.
705 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.