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Level Financial Advisors’s Principal Financial Group PFG Stock Holding History

Level Financial 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
Q4 		– Sell
-220
Closed -$15.9K – 288
2023
Q3 		$15.9K Hold
220
– – 0.01% 165
2023
Q2 		$16.7K Sell
220
-647
-75% -$46.6K 0.01% 160
2023
Q1 		$64.4K Hold
867
– – 0.04% 88
2022
Q4 		$73K Hold
867
– – 0.05% 79
2022
Q3 		$63K Hold
867
– – 0.05% 84
2022
Q2 		$58K Hold
867
– – 0.04% 93
2022
Q1 		$64K Hold
867
– – 0.05% 76
2021
Q4 		$63K Buy
+867
New +$60.5K 0.05% 80

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 $3.38T 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
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

Level Financial Advisors's PFG Position: Q4 2023 in Review

Level Financial Advisors sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 220 shares — an estimated $15.9K sold.

Level Financial Advisors first reported a position in PFG in Q4 2021 and held it in 8 quarters. The position peaked at $73K in Q4 2022. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

  • Level Financial Advisors reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
  • Level Financial Advisors sold 220 Principal Financial Group shares in Q4 2023, an estimated $15.9K.
  • Level Financial Advisors first reported a position in Principal Financial Group in Q4 2021 and held it in 8 quarters.
  • Level Financial Advisors's Principal Financial Group position peaked at $73K in Q4 2022.
  • 756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on Level Financial Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.