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McGlone Suttner Wealth Management’s Principal Financial Group PFG Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-1,439
Closed -$113K – 601
2023
Q4 		$113K Buy
+1,439
New +$104K 0.02% 200

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McGlone Suttner Wealth Management's PFG Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Principal Financial Group (PFG) in Q1 2024, closing a stake of 1,439 shares — an estimated $113K sold.

McGlone Suttner Wealth Management first reported a position in PFG in Q4 2023 and held it in 1 quarter. The position peaked at $113K in Q4 2023. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Principal Financial Group position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1,439 Principal Financial Group shares in Q1 2024, an estimated $113K.
  • McGlone Suttner Wealth Management first reported a position in Principal Financial Group in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Principal Financial Group position peaked at $113K in Q4 2023.
  • 765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.