JPLA
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Joseph P. Lucia & Associates’s Principal Financial Group PFG Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-305
Closed -$20K – 356
2022
Q2 		$20K Hold
305
– – 0.01% 249
2022
Q1 		$22K Buy
+305
New +$22.1K 0.01% 255
2021
Q4 		– Sell
-305
Closed -$20K – 433
2021
Q3 		$20K Hold
305
– – 0.01% 303
2021
Q2 		$19K Buy
+305
New +$19.5K 0.01% 323

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Joseph P. Lucia & Associates's PFG Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Principal Financial Group (PFG) in Q3 2022, closing a stake of 305 shares — an estimated $20K sold.

Joseph P. Lucia & Associates first reported a position in PFG in Q2 2021 and held it in 4 quarters. The position peaked at $22K in Q1 2022. 705 funds tracked by Wall St. Rank hold PFG as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Principal Financial Group position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 305 Principal Financial Group shares in Q3 2022, an estimated $20K.
  • Joseph P. Lucia & Associates first reported a position in Principal Financial Group in Q2 2021 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's Principal Financial Group position peaked at $22K in Q1 2022.
  • 705 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.