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Lane & Associates’s Principal Financial Group PFG Stock Holding History

Lane & 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
2023
Q1 		– Sell
-2,950
Closed -$248K – 105
2022
Q4 		$248K Buy
+2,950
New +$253K 0.23% 76

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lane & Associates's PFG Position: Q1 2023 in Review

Lane & Associates sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 2,950 shares — an estimated $248K sold.

Lane & Associates first reported a position in PFG in Q4 2022 and held it in 1 quarter. The position peaked at $248K in Q4 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

  • Lane & Associates reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
  • Lane & Associates sold 2,950 Principal Financial Group shares in Q1 2023, an estimated $248K.
  • Lane & Associates first reported a position in Principal Financial Group in Q4 2022 and held it in 1 quarter.
  • Lane & Associates's Principal Financial Group position peaked at $248K in Q4 2022.
  • 743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Lane & Associates's 13F filing for Q1 2023, filed 12 Apr 2024.