Lake Point Wealth Management’s Principal Financial Group PFG Stock Holding History

Lake Point 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
2022 Q1	–	Sell	-335	Closed	-$24K	–	469
2021 Q4	$24K	Hold	335	–	–	0.01%	108
2021 Q3	$22K	Buy	335 +146	+77%	+$9.37K	0.01%	103
2021 Q2	$12K	Buy	+189	New	+$12.1K	0.01%	158
2020 Q1	$6K	Hold	189	–	–	0.01%	150
2019 Q4	$10K	Buy	+189	New	+$10.3K	﹤0.01%	271
2019 Q2	$17K	Hold	289	–	–	0.01%	262
2019 Q1	$17K	Hold	289	–	–	0.01%	262
2018 Q4	$13K	Buy	+289	New	+$14.2K	﹤0.01%	420

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Point Wealth Management's PFG Position: Q1 2022 in Review

Lake Point Wealth Management sold out of Principal Financial Group (PFG) in Q1 2022, closing a stake of 335 shares — an estimated $24K sold.

Lake Point Wealth Management first reported a position in PFG in Q4 2018 and held it in 8 quarters. The position peaked at $24K in Q4 2021. 686 funds tracked by Wall St. Rank hold PFG as of Q1 2022.

Lake Point Wealth Management reported no remaining Principal Financial Group position as of Q1 2022 after selling out during the quarter.
Lake Point Wealth Management sold 335 Principal Financial Group shares in Q1 2022, an estimated $24K.
Lake Point Wealth Management first reported a position in Principal Financial Group in Q4 2018 and held it in 8 quarters.
Lake Point Wealth Management's Principal Financial Group position peaked at $24K in Q4 2021.
686 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2022.

Based on Lake Point Wealth Management's 13F filing for Q1 2022, filed 17 May 2022.