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TCWP’s Principal Financial Group PFG Stock Holding History

TCWP’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
Q2 		– Sell
-5,729
Closed -$426K – 227
2023
Q1 		$426K Buy
5,729
+331
+6% +$28.1K 0.08% 152
2022
Q4 		$453K Sell
5,398
-330
-6% -$28.3K 0.09% 152
2022
Q3 		$413K Buy
5,728
+525
+10% +$37.7K 0.09% 160
2022
Q2 		$347K Buy
5,203
+1,044
+25% +$73.4K 0.07% 179
2022
Q1 		$305K Buy
4,159
+752
+22% +$54.4K 0.06% 217
2021
Q4 		$246K Buy
+3,407
New +$238K 0.05% 228

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TCWP's PFG Position: Q2 2023 in Review

TCWP sold out of Principal Financial Group (PFG) in Q2 2023, closing a stake of 5,729 shares — an estimated $426K sold.

TCWP first reported a position in PFG in Q4 2021 and held it in 6 quarters. The position peaked at $453K in Q4 2022. 730 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

  • TCWP reported no remaining Principal Financial Group position as of Q2 2023 after selling out during the quarter.
  • TCWP sold 5,729 Principal Financial Group shares in Q2 2023, an estimated $426K.
  • TCWP first reported a position in Principal Financial Group in Q4 2021 and held it in 6 quarters.
  • TCWP's Principal Financial Group position peaked at $453K in Q4 2022.
  • 730 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.