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Latitude Advisors’s Principal Financial Group PFG Stock Holding History

Latitude 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
2023
Q3 		– Sell
-2,873
Closed -$218K – 178
2023
Q2 		$218K Buy
+2,873
New +$207K 0.15% 147
2022
Q2 		– Sell
-4,766
Closed -$350K – 270
2022
Q1 		$350K Buy
+4,766
New +$345K 0.08% 232

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 $3.37T AUM 44.26% 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

Latitude Advisors's PFG Position: Q3 2023 in Review

Latitude Advisors sold out of Principal Financial Group (PFG) in Q3 2023, closing a stake of 2,873 shares — an estimated $218K sold.

Latitude Advisors first reported a position in PFG in Q1 2022 and held it in 2 quarters. The position peaked at $350K in Q1 2022. 722 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

  • Latitude Advisors reported no remaining Principal Financial Group position as of Q3 2023 after selling out during the quarter.
  • Latitude Advisors sold 2,873 Principal Financial Group shares in Q3 2023, an estimated $218K.
  • Latitude Advisors first reported a position in Principal Financial Group in Q1 2022 and held it in 2 quarters.
  • Latitude Advisors's Principal Financial Group position peaked at $350K in Q1 2022.
  • 722 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

Based on Latitude Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.