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WealthPLAN Partners’s Principal Financial Group PFG Stock Holding History

WealthPLAN 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
Q3 		– Sell
-1,969
Closed -$149K – 896
2023
Q2 		$149K Sell
1,969
-497
-20% -$35.8K 0.02% 334
2023
Q1 		$183K Buy
2,466
+39
+2% +$3.31K 0.02% 321
2022
Q4 		$223K Buy
+2,427
New +$208K 0.02% 362
2016
Q3 		$24K Sell
470
-354
-43% -$16.6K 0.01% 446
2016
Q2 		$19.2K Buy
+824
New +$34.8K ﹤0.01% 1429
2015
Q4 		$20.7K Buy
+1,160
New +$56.6K ﹤0.01% 899
2015
Q2 		$18K Sell
344
-1,139
-77% -$59.1K 0.01% 268
2015
Q1 		$77K Buy
+1,483
New +$74.5K 0.04% 200

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's PFG Position: Q3 2023 in Review

WealthPLAN Partners sold out of Principal Financial Group (PFG) in Q3 2023, closing a stake of 1,969 shares — an estimated $149K sold.

WealthPLAN Partners first reported a position in PFG in Q1 2015 and held it in 8 quarters. The position peaked at $223K in Q4 2022. 722 funds tracked by Wall St. Rank hold PFG as of Q3 2023.

  • WealthPLAN Partners reported no remaining Principal Financial Group position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,969 Principal Financial Group shares in Q3 2023, an estimated $149K.
  • WealthPLAN Partners first reported a position in Principal Financial Group in Q1 2015 and held it in 8 quarters.
  • WealthPLAN Partners's Principal Financial Group position peaked at $223K in Q4 2022.
  • 722 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.