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StrategIQ Financial Group’s Principal Financial Group PFG Stock Holding History

StrategIQ Financial Group’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 		$271K Sell
3,441
-33
-0.9% -$2.39K 0.03% 269
2023
Q3 		$250K Buy
3,474
+54
+2% +$4.19K 0.03% 268
2023
Q2 		$259K Buy
3,420
+500
+17% +$36K 0.03% 271
2023
Q1 		$217K Buy
+2,920
New +$248K 0.03% 273

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

StrategIQ Financial Group's PFG Position: Q4 2023 in Review

StrategIQ Financial Group reduced its Principal Financial Group (PFG) stake by 0.95% in Q4 2023, selling an estimated $2.39K and leaving 3,441 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #269.

StrategIQ Financial Group first reported a position in PFG in Q1 2023 and has held it in 4 quarters since. 755 funds tracked by Wall St. Rank hold PFG as of Q4 2023.

  • StrategIQ Financial Group held 3,441 shares of Principal Financial Group worth $271K as of Q4 2023.
  • StrategIQ Financial Group sold 33 Principal Financial Group shares in Q4 2023, an estimated $2.39K.
  • Principal Financial Group made up 0.03% of StrategIQ Financial Group's portfolio in Q4 2023, its #269 holding.
  • StrategIQ Financial Group first reported a position in Principal Financial Group in Q1 2023 and has held it in 4 quarters since.
  • 755 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.