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RWA Wealth Partners’s Principal Financial Group PFG Stock Holding History

RWA Wealth Partners’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
-3,957
Closed -$285K – 531
2023
Q3 		$285K Buy
3,957
+205
+5% +$15.9K 0.01% 331
2023
Q2 		$285K Buy
+3,752
New +$270K 0.01% 280
2018
Q3 		– Sell
-205
Closed -$11K – 576
2018
Q2 		$11K Buy
+205
New +$11.9K ﹤0.01% 607

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 $3.38T AUM 44.17% 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

RWA Wealth Partners's PFG Position: Q4 2023 in Review

RWA Wealth Partners sold out of Principal Financial Group (PFG) in Q4 2023, closing a stake of 3,957 shares — an estimated $285K sold.

RWA Wealth Partners first reported a position in PFG in Q2 2018 and held it in 3 quarters. The position peaked at $285K in Q3 2023. 756 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

  • RWA Wealth Partners reported no remaining Principal Financial Group position as of Q4 2023 after selling out during the quarter.
  • RWA Wealth Partners sold 3,957 Principal Financial Group shares in Q4 2023, an estimated $285K.
  • RWA Wealth Partners first reported a position in Principal Financial Group in Q2 2018 and held it in 3 quarters.
  • RWA Wealth Partners's Principal Financial Group position peaked at $285K in Q3 2023.
  • 756 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on RWA Wealth Partners's 13F filing for Q4 2023, filed 1 Feb 2024.