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Pointe Capital Management’s Principal Financial Group PFG Stock Holding History

Pointe Capital 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
Q2 		– Sell
-115
Closed -$8.55K – 324
2023
Q1 		$8.55K Buy
+115
New +$9.76K 0.01% 319

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pointe Capital Management's PFG Position: Q2 2023 in Review

Pointe Capital Management sold out of Principal Financial Group (PFG) in Q2 2023, closing a stake of 115 shares — an estimated $8.55K sold.

Pointe Capital Management first reported a position in PFG in Q1 2023 and held it in 1 quarter. The position peaked at $8.55K in Q1 2023. 730 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

  • Pointe Capital Management reported no remaining Principal Financial Group position as of Q2 2023 after selling out during the quarter.
  • Pointe Capital Management sold 115 Principal Financial Group shares in Q2 2023, an estimated $8.55K.
  • Pointe Capital Management first reported a position in Principal Financial Group in Q1 2023 and held it in 1 quarter.
  • Pointe Capital Management's Principal Financial Group position peaked at $8.55K in Q1 2023.
  • 730 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.