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Northwest Investment Counselors’s Principal Financial Group PFG Stock Holding History

Northwest Investment Counselors’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
-50
Closed -$3.6K – 419
2023
Q3 		$3.6K Buy
+50
New +$3.88K ﹤0.01% 481
2019
Q4 		– Sell
-113
Closed -$6K – 400
2019
Q3 		$6K Buy
+113
New +$6.36K ﹤0.01% 415
2017
Q4 		– Sell
-113
Closed -$7K – 257
2017
Q3 		$7K Hold
113
– – ﹤0.01% 311
2017
Q2 		$7K Buy
+113
New +$7.17K ﹤0.01% 273

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Northwest Investment Counselors's PFG Position: Q4 2023 in Review

Northwest Investment Counselors sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 50 shares — an estimated $3.6K sold.

Northwest Investment Counselors first reported a position in PFG in Q2 2017 and held it in 4 quarters. The position peaked at $7K in Q3 2017. 755 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

  • Northwest Investment Counselors reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
  • Northwest Investment Counselors sold 50 Principal Financial Group shares in Q4 2023, an estimated $3.6K.
  • Northwest Investment Counselors first reported a position in Principal Financial Group in Q2 2017 and held it in 4 quarters.
  • Northwest Investment Counselors's Principal Financial Group position peaked at $7K in Q3 2017.
  • 755 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on Northwest Investment Counselors's 13F filing for Q4 2023, filed 19 Jan 2024.