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Teamwork Financial Advisors’s Principal Financial Group PFG Stock Holding History

Teamwork Financial 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
Q2 		– Sell
-4,832
Closed -$359K – 200
2023
Q1 		$359K Sell
4,832
-37,098
-88% -$3.15M 0.07% 140
2022
Q4 		$3.52M Buy
+41,930
New +$3.6M 0.71% 27

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

Teamwork Financial Advisors's PFG Position: Q2 2023 in Review

Teamwork Financial Advisors sold out of Principal Financial Group (PFG) in Q2 2023, closing a stake of 4,832 shares — an estimated $359K sold.

Teamwork Financial Advisors first reported a position in PFG in Q4 2022 and held it in 2 quarters. The position peaked at $3.52M in Q4 2022. 730 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

  • Teamwork Financial Advisors reported no remaining Principal Financial Group position as of Q2 2023 after selling out during the quarter.
  • Teamwork Financial Advisors sold 4,832 Principal Financial Group shares in Q2 2023, an estimated $359K.
  • Teamwork Financial Advisors first reported a position in Principal Financial Group in Q4 2022 and held it in 2 quarters.
  • Teamwork Financial Advisors's Principal Financial Group position peaked at $3.52M in Q4 2022.
  • 730 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on Teamwork Financial Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.