Pittenger & Anderson Inc’s Principal Financial Group PFG Stock Holding History

Pittenger & Anderson Inc’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
2022 Q4	–	Sell	-215	Closed	-$16K	–	471
2022 Q3	$16K	Sell	215 -227	-51%	-$16.3K	﹤0.01%	324
2022 Q2	$30K	Hold	442	–	–	﹤0.01%	291
2022 Q1	$32K	Hold	442	–	–	﹤0.01%	293
2021 Q4	$32K	Hold	442	–	–	﹤0.01%	287
2021 Q3	$28K	Hold	442	–	–	﹤0.01%	298
2021 Q2	$28K	Hold	442	–	–	﹤0.01%	283
2021 Q1	$27K	Hold	442	–	–	﹤0.01%	281
2020 Q4	$22K	Sell	442 -577	-57%	-$26.4K	﹤0.01%	284
2020 Q3	$41K	Hold	1,019	–	–	﹤0.01%	258
2020 Q2	$42K	Hold	1,019	–	–	﹤0.01%	255
2020 Q1	$32K	Hold	1,019	–	–	﹤0.01%	253
2019 Q4	$56K	Sell	1,019 -1,515	-60%	-$82.9K	﹤0.01%	269
2019 Q3	$145K	Buy	2,534 +1,730	+215%	+$97.4K	0.01%	227
2019 Q2	$47K	Hold	804	–	–	﹤0.01%	270
2019 Q1	$40K	Buy	+804	New	+$39.8K	﹤0.01%	280
2018 Q3	–	Sell	-184	Closed	-$10K	–	384
2018 Q2	$10K	Hold	184	–	–	﹤0.01%	335
2018 Q1	$11K	Hold	184	–	–	﹤0.01%	333
2017 Q4	$13K	Buy	+184	New	+$12.7K	﹤0.01%	340

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Pittenger & Anderson Inc's PFG Position: Q4 2022 in Review

Pittenger & Anderson Inc sold out of Principal Financial Group (PFG) in Q4 2022, closing a stake of 215 shares — an estimated $16K sold.

Pittenger & Anderson Inc first reported a position in PFG in Q4 2017 and held it in 18 quarters. The position peaked at $145K in Q3 2019. 782 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

Pittenger & Anderson Inc reported no remaining Principal Financial Group position as of Q4 2022 after selling out during the quarter.
Pittenger & Anderson Inc sold 215 Principal Financial Group shares in Q4 2022, an estimated $16K.
Pittenger & Anderson Inc first reported a position in Principal Financial Group in Q4 2017 and held it in 18 quarters.
Pittenger & Anderson Inc's Principal Financial Group position peaked at $145K in Q3 2019.
782 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Pittenger & Anderson Inc's 13F filing for Q4 2022, filed 10 Feb 2023.