Sutton Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Sutton Wealth Advisors’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	$24.8K	Sell	344 -169	-33%	-$13.1K	0.01%	331
2023 Q2	$38.9K	Hold	513	–	–	0.02%	255
2023 Q1	$38.1K	Sell	513 -53	-9%	-$4.5K	0.02%	229
2022 Q4	$47.5K	Hold	566	–	–	0.02%	402
2022 Q3	$40.8K	Sell	566 -65	-10%	-$4.67K	0.02%	422
2022 Q2	$42.1K	Sell	631 -22	-3%	-$1.55K	0.02%	424
2022 Q1	$47.9K	Buy	653 +18	+3%	+$1.3K	0.02%	417
2021 Q4	$45.9K	Sell	635 -25	-4%	-$1.75K	0.02%	437
2021 Q3	$42.5K	Sell	660 -8	-1%	-$514	0.02%	442
2021 Q2	$42.2K	Hold	668	–	–	0.02%	454
2021 Q1	$40.1K	Hold	668	–	–	0.02%	452
2020 Q4	$33.1K	Hold	668	–	–	0.01%	469
2020 Q3	$26.9K	Hold	668	–	–	0.01%	463
2020 Q2	$27.7K	Buy	668 +78	+13%	+$2.85K	0.01%	445
2020 Q1	$18.5K	Hold	590	–	–	0.01%	500
2019 Q4	$32.5K	Hold	590	–	–	0.02%	431
2019 Q3	$33.7K	Hold	590	–	–	0.02%	413
2019 Q2	$34.2K	Hold	590	–	–	0.02%	415
2019 Q1	$29.6K	Hold	590	–	–	0.02%	447
2018 Q4	$26.1K	Hold	590	–	–	0.02%	440
2018 Q3	$34.6K	Hold	590	–	–	0.02%	393
2018 Q2	$31.2K	Hold	590	–	–	0.02%	421
2018 Q1	$35.9K	Hold	590	–	–	0.03%	364
2017 Q4	$41.6K	Hold	590	–	–	0.03%	320
2017 Q3	$38K	Hold	590	–	–	0.03%	340
2017 Q2	$37.8K	Hold	590	–	–	0.03%	316
2017 Q1	$37.2K	Hold	590	–	–	0.03%	317
2016 Q4	$34.1K	Buy	590 +511	+647%	+$28.6K	0.03%	341
2016 Q3	$4.07K	Hold	79	–	–	﹤0.01%	860
2016 Q2	$3.25K	Hold	79	–	–	﹤0.01%	850
2016 Q1	$3.12K	Buy	+79	New	+$3.04K	﹤0.01%	839

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's PFG Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Principal Financial Group (PFG) stake by 33% in Q3 2023, selling an estimated $13.1K and leaving 344 shares worth $24.8K. The position accounts for 0.01% of the portfolio, ranked #331.

Sutton Wealth Advisors first reported a position in PFG in Q1 2016 and has held it in 31 quarters since. The position peaked at $47.9K in Q1 2022. 722 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

Sutton Wealth Advisors held 344 shares of Principal Financial Group worth $24.8K as of Q3 2023.
Sutton Wealth Advisors sold 169 Principal Financial Group shares in Q3 2023, an estimated $13.1K.
Principal Financial Group made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #331 holding.
Sutton Wealth Advisors first reported a position in Principal Financial Group in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Principal Financial Group position peaked at $47.9K in Q1 2022.
722 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.