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WESPAC Advisors’s Principal Financial Group PFG Stock Holding History

WESPAC 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
2024
Q1 		– Sell
-3,613
Closed -$284K – 181
2023
Q4 		$284K Hold
3,613
– – 0.2% 121
2023
Q3 		$260K Buy
3,613
+290
+9% +$22.5K 0.19% 119
2023
Q2 		$252K Hold
3,323
– – 0.2% 110
2023
Q1 		$247K Sell
3,323
-647
-16% -$54.9K 0.23% 93
2022
Q4 		$333K Buy
+3,970
New +$341K 0.58% 42
2019
Q4 		– Sell
-17,488
Closed -$999K – 112
2019
Q3 		$999K Sell
17,488
-10,417
-37% -$586K 1% 41
2019
Q2 		$1.62M Buy
+27,905
New +$1.54M 1.21% 34
2019
Q1 		– Sell
-16,363
Closed -$723K – 135
2018
Q4 		$723K Buy
+16,363
New +$805K 0.7% 47

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WESPAC Advisors's PFG Position: Q1 2024 in Review

WESPAC Advisors sold out of Principal Financial Group (PFG) in Q1 2024, closing a stake of 3,613 shares — an estimated $284K sold.

WESPAC Advisors first reported a position in PFG in Q4 2018 and held it in 8 quarters. The position peaked at $1.62M in Q2 2019. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

  • WESPAC Advisors reported no remaining Principal Financial Group position as of Q1 2024 after selling out during the quarter.
  • WESPAC Advisors sold 3,613 Principal Financial Group shares in Q1 2024, an estimated $284K.
  • WESPAC Advisors first reported a position in Principal Financial Group in Q4 2018 and held it in 8 quarters.
  • WESPAC Advisors's Principal Financial Group position peaked at $1.62M in Q2 2019.
  • 765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on WESPAC Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.