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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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return