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Janiczek Wealth Management’s Principal Financial Group PFG Stock Holding History

Janiczek Wealth Management’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
Q2 		– Sell
-4
Closed -$346 – 1115
2024
Q1 		$346 Hold
4
– – ﹤0.01% 1026
2023
Q4 		$315 Hold
4
– – ﹤0.01% 1027
2023
Q3 		$289 Hold
4
– – ﹤0.01% 1013
2023
Q2 		$304 Hold
4
– – ﹤0.01% 939
2023
Q1 		$304 Sell
4
-78
-95% -$6.62K ﹤0.01% 942
2022
Q4 		$7.25K Hold
82
– – ﹤0.01% 615
2022
Q3 		$6K Buy
82
+78
+1,950% +$5.6K ﹤0.01% 639
2022
Q2 		$0 Hold
4
– – ﹤0.01% 1043
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1048
2021
Q4 		$0 Sell
4
-40
-91% -$2.79K ﹤0.01% 1076
2021
Q3 		$3K Buy
+44
New +$2.83K ﹤0.01% 772

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janiczek Wealth Management's PFG Position: Q2 2024 in Review

Janiczek Wealth Management sold out of Principal Financial Group (PFG) in Q2 2024, closing a stake of 4 shares — an estimated $346 sold.

Janiczek Wealth Management first reported a position in PFG in Q3 2021 and held it in 11 quarters. The position peaked at $7.25K in Q4 2022. 794 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

  • Janiczek Wealth Management reported no remaining Principal Financial Group position as of Q2 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 4 Principal Financial Group shares in Q2 2024, an estimated $346.
  • Janiczek Wealth Management first reported a position in Principal Financial Group in Q3 2021 and held it in 11 quarters.
  • Janiczek Wealth Management's Principal Financial Group position peaked at $7.25K in Q4 2022.
  • 794 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.