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Optimum Investment Advisors’s Principal Financial Group PFG Stock Holding History

Optimum Investment 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
-1,950
Closed -$141K – 703
2023
Q3 		$141K Hold
1,950
– – 0.07% 215
2023
Q2 		$148K Hold
1,950
– – 0.07% 225
2023
Q1 		$145K Hold
1,950
– – 0.08% 215
2022
Q4 		$164K Hold
1,950
– – 0.09% 209
2022
Q3 		$141K Hold
1,950
– – 0.08% 222
2022
Q2 		$130K Sell
1,950
-400
-17% -$28.1K 0.07% 245
2022
Q1 		$173K Sell
2,350
-200
-8% -$14.5K 0.07% 231
2021
Q4 		$184K Hold
2,550
– – 0.07% 242
2021
Q3 		$164K Hold
2,550
– – 0.07% 252
2021
Q2 		$161K Hold
2,550
– – 0.05% 300
2021
Q1 		$153K Buy
2,550
+500
+24% +$27.9K 0.04% 310
2020
Q4 		$102K Sell
2,050
-219
-10% -$10K 0.03% 347
2020
Q3 		$91K Hold
2,269
– – 0.03% 346
2020
Q2 		$94K Buy
2,269
+547
+32% +$20K 0.03% 336
2020
Q1 		$54K Sell
1,722
-147
-8% -$6.96K 0.02% 411
2019
Q4 		$103K Hold
1,869
– – 0.03% 388
2019
Q3 		$107K Hold
1,869
– – 0.03% 370
2019
Q2 		$108K Buy
1,869
+50
+3% +$2.75K 0.04% 368
2019
Q1 		$91K Hold
1,819
– – 0.03% 398
2018
Q4 		$80K Hold
1,819
– – 0.03% 385
2018
Q3 		$107K Hold
1,819
– – 0.03% 389
2018
Q2 		$96K Hold
1,819
– – 0.03% 407
2018
Q1 		$111K Buy
+1,819
New +$120K 0.03% 386
2013
Q4 		– Sell
-300
Closed -$13K – 763
2013
Q3 		$13K Buy
+300
New +$12.5K 0.01% 554

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 $3.37T AUM 44.26% 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

Optimum Investment Advisors's PFG Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 1,950 shares — an estimated $141K sold.

Optimum Investment Advisors first reported a position in PFG in Q3 2013 and held it in 24 quarters. The position peaked at $184K in Q4 2021. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

  • Optimum Investment Advisors reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,950 Principal Financial Group shares in Q4 2023, an estimated $141K.
  • Optimum Investment Advisors first reported a position in Principal Financial Group in Q3 2013 and held it in 24 quarters.
  • Optimum Investment Advisors's Principal Financial Group position peaked at $184K in Q4 2021.
  • 756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.