Western Wealth Management’s Principal Financial Group PFG Stock Holding History

Western Wealth 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
2024 Q1	–	Sell	-2,675	Closed	-$210K	–	703
2023 Q4	$210K	Sell	2,675 -508	-16%	-$36.8K	0.02%	647
2023 Q3	$229K	Buy	3,183 +4	+0.1%	+$310	0.02%	574
2023 Q2	$241K	Sell	3,179 -367	-10%	-$26.5K	0.02%	562
2023 Q1	$264K	Buy	3,546 +72	+2%	+$6.11K	0.02%	530
2022 Q4	$292K	Sell	3,474 -4,144	-54%	-$355K	0.03%	473
2022 Q3	$549K	Buy	7,618 +1,481	+24%	+$106K	0.03%	449
2022 Q2	$410K	Buy	6,137 +1	+0%	+$70	0.02%	529
2022 Q1	$450K	Buy	6,136 +3,069	+100%	+$222K	0.02%	558
2021 Q4	$221K	Buy	+3,067	New	+$214K	0.02%	557

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Western Wealth Management's PFG Position: Q1 2024 in Review

Western Wealth Management sold out of Principal Financial Group (PFG) in Q1 2024, closing a stake of 2,675 shares — an estimated $210K sold.

Western Wealth Management first reported a position in PFG in Q4 2021 and held it in 9 quarters. The position peaked at $549K in Q3 2022. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

Western Wealth Management reported no remaining Principal Financial Group position as of Q1 2024 after selling out during the quarter.
Western Wealth Management sold 2,675 Principal Financial Group shares in Q1 2024, an estimated $210K.
Western Wealth Management first reported a position in Principal Financial Group in Q4 2021 and held it in 9 quarters.
Western Wealth Management's Principal Financial Group position peaked at $549K in Q3 2022.
765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on Western Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.