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WealthPlan Investment Management’s Principal Financial Group PFG Stock Holding History

WealthPlan Investment Management’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
-126
Closed -$9.36K – 439
2023
Q1 		$9.36K Sell
126
-2,301
-95% -$195K ﹤0.01% 330
2022
Q4 		$226K Buy
2,427
+3
+0.1% +$257 0.02% 357
2022
Q3 		$219K Buy
+2,424
New +$174K 0.02% 341

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

WealthPlan Investment Management's PFG Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Principal Financial Group (PFG) in Q2 2023, closing a stake of 126 shares — an estimated $9.36K sold.

WealthPlan Investment Management first reported a position in PFG in Q3 2022 and held it in 3 quarters. The position peaked at $226K in Q4 2022. 730 funds tracked by Wall St. Rank hold PFG as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Principal Financial Group position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 126 Principal Financial Group shares in Q2 2023, an estimated $9.36K.
  • WealthPlan Investment Management first reported a position in Principal Financial Group in Q3 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Principal Financial Group position peaked at $226K in Q4 2022.
  • 730 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.