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J.W. Coons Advisors’s Principal Financial Group PFG Stock Holding History

J.W. Coons Advisors’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
2024
Q1 		– Sell
-4,495
Closed -$354K – 249
2023
Q4 		$354K Hold
4,495
– – 0.1% 172
2023
Q3 		$324K Sell
4,495
-40
-0.9% -$3.1K 0.09% 173
2023
Q2 		$344K Buy
4,535
+356
+9% +$25.7K 0.09% 181
2023
Q1 		$311K Buy
4,179
+25
+0.6% +$2.12K 0.09% 187
2022
Q4 		$349K Buy
4,154
+301
+8% +$25.8K 0.1% 170
2022
Q3 		$278K Hold
3,853
– – 0.11% 181
2022
Q2 		$258K Buy
+3,853
New +$271K 0.09% 203

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

J.W. Coons Advisors's PFG Position: Q1 2024 in Review

J.W. Coons Advisors sold out of Principal Financial Group (PFG) in Q1 2024, closing a stake of 4,495 shares — an estimated $354K sold.

J.W. Coons Advisors first reported a position in PFG in Q2 2022 and held it in 7 quarters. The position peaked at $354K in Q4 2023. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

  • J.W. Coons Advisors reported no remaining Principal Financial Group position as of Q1 2024 after selling out during the quarter.
  • J.W. Coons Advisors sold 4,495 Principal Financial Group shares in Q1 2024, an estimated $354K.
  • J.W. Coons Advisors first reported a position in Principal Financial Group in Q2 2022 and held it in 7 quarters.
  • J.W. Coons Advisors's Principal Financial Group position peaked at $354K in Q4 2023.
  • 765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on J.W. Coons Advisors's 13F filing for Q1 2024, filed 8 May 2024.