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

SeaCrest 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	-2,453	Closed	-$206K	–	662
2022 Q4	$206K	Sell	2,453 -937	-28%	-$80.4K	0.03%	560
2022 Q3	$245K	Sell	3,390 -153	-4%	-$11K	0.04%	486
2022 Q2	$237K	Buy	3,543 +11	+0.3%	+$774	0.03%	546
2022 Q1	$259K	Buy	3,532 +466	+15%	+$33.7K	0.03%	569
2021 Q4	$222K	Buy	+3,066	New	+$214K	0.02%	612
2020 Q1	–	Sell	-4,632	Closed	-$255K	–	569
2019 Q4	$255K	Sell	4,632 -90	-2%	-$4.93K	0.04%	444
2019 Q3	$270K	Sell	4,722 -1	-0%	-$56	0.05%	417
2019 Q2	$274K	Sell	4,723 -242	-5%	-$13.3K	0.06%	398
2019 Q1	$249K	Buy	4,965 +604	+14%	+$29.9K	0.04%	404
2018 Q4	$193K	Sell	4,361 -390	-8%	-$19.2K	0.04%	429
2018 Q3	$278K	Buy	4,751 +133	+3%	+$7.41K	0.05%	407
2018 Q2	$245K	Sell	4,618 -682	-13%	-$39.6K	0.04%	423
2018 Q1	$323K	Buy	5,300 +1,825	+53%	+$120K	0.06%	350
2017 Q4	$245K	Buy	+3,475	New	+$239K	0.04%	428

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

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

SeaCrest Wealth Management sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 2,453 shares — an estimated $206K sold.

SeaCrest Wealth Management first reported a position in PFG in Q4 2017 and held it in 14 quarters. The position peaked at $323K in Q1 2018. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

SeaCrest Wealth Management reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
SeaCrest Wealth Management sold 2,453 Principal Financial Group shares in Q1 2023, an estimated $206K.
SeaCrest Wealth Management first reported a position in Principal Financial Group in Q4 2017 and held it in 14 quarters.
SeaCrest Wealth Management's Principal Financial Group position peaked at $323K in Q1 2018.
743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on SeaCrest Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.