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Intrua Financial’s Principal Financial Group PFG Stock Holding History

Intrua Financial’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
-16,482
Closed -$1.43M – 350
2022
Q4 		$1.43M Buy
16,482
+3,318
+25% +$285K 0.33% 74
2022
Q3 		$950K Sell
13,164
-3,332
-20% -$239K 0.25% 90
2022
Q2 		$1.1M Buy
16,496
+4,764
+41% +$335K 0.23% 97
2022
Q1 		$861K Buy
+11,732
New +$849K 0.15% 139

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

Intrua Financial's PFG Position: Q1 2023 in Review

Intrua Financial sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 16,482 shares — an estimated $1.43M sold.

Intrua Financial first reported a position in PFG in Q1 2022 and held it in 4 quarters. The position peaked at $1.43M in Q4 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

  • Intrua Financial reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
  • Intrua Financial sold 16,482 Principal Financial Group shares in Q1 2023, an estimated $1.43M.
  • Intrua Financial first reported a position in Principal Financial Group in Q1 2022 and held it in 4 quarters.
  • Intrua Financial's Principal Financial Group position peaked at $1.43M in Q4 2022.
  • 743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Intrua Financial's 13F filing for Q1 2023, filed 15 May 2023.