SPC
PFG icon

Sigma Planning Corp’s Principal Financial Group PFG Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-2,744
Closed -$208K – 1280
2023
Q2 		$208K Sell
2,744
-286
-9% -$20.6K 0.01% 1085
2023
Q1 		$225K Buy
3,030
+9
+0.3% +$764 0.01% 1124
2022
Q4 		$254K Buy
3,021
+39
+1% +$3.35K 0.01% 1038
2022
Q3 		$215K Buy
+2,982
New +$214K 0.01% 1092
2022
Q2 		– Sell
-3,150
Closed -$231K – 1395
2022
Q1 		$231K Buy
3,150
+6
+0.2% +$434 0.01% 1175
2021
Q4 		$227K Buy
+3,144
New +$219K 0.01% 1225
2021
Q2 		– Sell
-3,627
Closed -$218K – 1476
2021
Q1 		$218K Buy
+3,627
New +$202K 0.01% 1158

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