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

PFG Private 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	-56	Closed	-$5K	–	363
2022 Q4	$5K	Hold	56	–	–	﹤0.01%	222
2022 Q3	$4K	Hold	56	–	–	﹤0.01%	230
2022 Q2	$4K	Hold	56	–	–	﹤0.01%	240
2022 Q1	$4K	Hold	56	–	–	﹤0.01%	244
2021 Q4	$4K	Hold	56	–	–	﹤0.01%	249
2021 Q3	$4K	Buy	+56	New	+$3.6K	﹤0.01%	226

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 $3.38T AUM 44.17% 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

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

PFG Private Wealth Management sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 56 shares — an estimated $5K sold.

PFG Private Wealth Management first reported a position in PFG in Q3 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

PFG Private Wealth Management reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 56 Principal Financial Group shares in Q1 2023, an estimated $5K.
PFG Private Wealth Management first reported a position in Principal Financial Group in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's Principal Financial Group position peaked at $5K in Q4 2022.
743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.