VWA
PFG icon

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

V 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
2022
Q4 		– Sell
-8,995
Closed -$649K – 396
2022
Q3 		$649K Buy
8,995
+304
+3% +$21.8K 0.13% 156
2022
Q2 		$581K Buy
+8,691
New +$611K 0.11% 196

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 $3.38T AUM 44.17% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

V Wealth Advisors's PFG Position: Q4 2022 in Review

V Wealth Advisors sold out of Principal Financial Group (PFG) in Q4 2022, closing a stake of 8,995 shares — an estimated $649K sold.

V Wealth Advisors first reported a position in PFG in Q2 2022 and held it in 2 quarters. The position peaked at $649K in Q3 2022. 782 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

  • V Wealth Advisors reported no remaining Principal Financial Group position as of Q4 2022 after selling out during the quarter.
  • V Wealth Advisors sold 8,995 Principal Financial Group shares in Q4 2022, an estimated $649K.
  • V Wealth Advisors first reported a position in Principal Financial Group in Q2 2022 and held it in 2 quarters.
  • V Wealth Advisors's Principal Financial Group position peaked at $649K in Q3 2022.
  • 782 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.