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Syntal Capital Partners’s Principal Financial Group PFG Stock Holding History

Syntal Capital 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
Q1 		– Sell
-15,918
Closed -$1.34M – 128
2022
Q4 		$1.34M Buy
+15,918
New +$1.37M 0.53% 39

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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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Syntal Capital Partners's PFG Position: Q1 2023 in Review

Syntal Capital Partners sold out of Principal Financial Group (PFG) in Q1 2023, closing a stake of 15,918 shares — an estimated $1.34M sold.

Syntal Capital Partners first reported a position in PFG in Q4 2022 and held it in 1 quarter. The position peaked at $1.34M in Q4 2022. 743 funds tracked by Wall St. Rank hold PFG as of Q1 2023.

  • Syntal Capital Partners reported no remaining Principal Financial Group position as of Q1 2023 after selling out during the quarter.
  • Syntal Capital Partners sold 15,918 Principal Financial Group shares in Q1 2023, an estimated $1.34M.
  • Syntal Capital Partners first reported a position in Principal Financial Group in Q4 2022 and held it in 1 quarter.
  • Syntal Capital Partners's Principal Financial Group position peaked at $1.34M in Q4 2022.
  • 743 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2023.

Based on Syntal Capital Partners's 13F filing for Q1 2023, filed 24 Apr 2023.