MinichMacGregor Wealth Management’s Principal Financial Group PFG Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-300	Closed	-$25.2K	–	480
2022 Q4	$25.2K	Buy	+300	New	+$25.7K	0.01%	268
2018 Q4	–	Sell	-300	Closed	-$17K	–	378
2018 Q3	$17K	Hold	300	–	–	0.01%	239
2018 Q2	$15K	Hold	300	–	–	0.01%	248
2018 Q1	$18K	Hold	300	–	–	0.01%	220
2017 Q4	$21K	Hold	300	–	–	0.02%	197
2017 Q3	$19K	Hold	300	–	–	0.02%	201
2017 Q2	$19K	Hold	300	–	–	0.02%	197
2017 Q1	$18K	Hold	300	–	–	0.02%	197
2016 Q4	$17K	Hold	300	–	–	0.02%	194
2016 Q3	$15K	Hold	300	–	–	0.01%	211
2016 Q2	$12K	Hold	300	–	–	0.01%	234
2016 Q1	$11K	Hold	300	–	–	0.01%	237
2015 Q4	$15K	Buy	+300	New	+$14.6K	0.01%	188

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MinichMacGregor Wealth Management's PFG Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 300 shares — an estimated $25.2K sold.

MinichMacGregor Wealth Management first reported a position in PFG in Q4 2015 and held it in 13 quarters. The position peaked at $25.2K in Q4 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 300 Principal Financial Group shares in Q1 2023, an estimated $25.2K.
MinichMacGregor Wealth Management first reported a position in Principal Financial Group in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Principal Financial Group position peaked at $25.2K in Q4 2022.
743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.