Inlet Private Wealth’s Principal Financial Group PFG Stock Holding History

Inlet Private 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 Q4	–	Sell	-3,237	Closed	-$234K	–	133
2022 Q3	$234K	Sell	3,237 -391	-11%	-$28.1K	0.07%	119
2022 Q2	$242K	Sell	3,628 -390	-10%	-$27.4K	0.07%	121
2022 Q1	$295K	Buy	4,018 +9	+0.2%	+$652	0.07%	125
2021 Q4	$290K	Buy	4,009 +9	+0.2%	+$628	0.07%	122
2021 Q3	$258K	Hold	4,000	–	–	0.07%	126
2021 Q2	$253K	Hold	4,000	–	–	0.07%	124
2021 Q1	$240K	Buy	+4,000	New	+$223K	0.07%	122
2020 Q3	–	Sell	-5,800	Closed	-$241K	–	129
2020 Q2	$241K	Buy	+5,800	New	+$212K	0.1%	116
2019 Q2	–	Sell	-4,400	Closed	-$221K	–	153
2019 Q1	$221K	Buy	+4,400	New	+$218K	0.09%	135

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

NLI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Inlet Private Wealth's PFG Position: Q4 2022 in Review

Inlet Private Wealth sold out of Principal Financial Group (PFG) in Q4 2022, closing a stake of 3,237 shares — an estimated $234K sold.

Inlet Private Wealth first reported a position in PFG in Q1 2019 and held it in 9 quarters. The position peaked at $295K in Q1 2022. 782 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

Inlet Private Wealth reported no remaining Principal Financial Group position as of Q4 2022 after selling out during the quarter.
Inlet Private Wealth sold 3,237 Principal Financial Group shares in Q4 2022, an estimated $234K.
Inlet Private Wealth first reported a position in Principal Financial Group in Q1 2019 and held it in 9 quarters.
Inlet Private Wealth's Principal Financial Group position peaked at $295K in Q1 2022.
782 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Inlet Private Wealth's 13F filing for Q4 2022, filed 23 Jan 2023.