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Mine & Arao Wealth Creation & Management’s Principal Financial Group PFG Stock Holding History

Mine & Arao Wealth Creation & 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
2023
Q2 		– Sell
-321
Closed -$23.9K – 336
2023
Q1 		$23.9K Hold
321
– – 0.02% 178
2022
Q4 		$26.9K Hold
321
– – 0.02% 168
2022
Q3 		$23K Buy
+321
New +$23.1K 0.02% 173

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's PFG Position: Q2 2023 in Review

Mine & Arao Wealth Creation & Management sold out of Principal Financial Group (PFG) in Q2 2023, closing a stake of 321 shares — an estimated $23.9K sold.

Mine & Arao Wealth Creation & Management first reported a position in PFG in Q3 2022 and held it in 3 quarters. The position peaked at $26.9K in Q4 2022. 730 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

  • Mine & Arao Wealth Creation & Management reported no remaining Principal Financial Group position as of Q2 2023 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 321 Principal Financial Group shares in Q2 2023, an estimated $23.9K.
  • Mine & Arao Wealth Creation & Management first reported a position in Principal Financial Group in Q3 2022 and held it in 3 quarters.
  • Mine & Arao Wealth Creation & Management's Principal Financial Group position peaked at $26.9K in Q4 2022.
  • 730 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2023, filed 8 Aug 2023.