Zeke Capital Advisors’s Principal Financial Group PFG Stock Holding History

Zeke Capital 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	$261K	Sell	3,110 -789	-20%	-$67.7K	0.02%	373
2022 Q3	$281K	Hold	3,899	–	–	0.02%	326
2022 Q2	$260K	Hold	3,899	–	–	0.02%	373
2022 Q1	$286K	Buy	+3,899	New	+$282K	0.01%	382
2019 Q4	–	Sell	-5,344	Closed	-$305K	–	565
2019 Q3	$305K	Hold	5,344	–	–	0.03%	454
2019 Q2	$310K	Hold	5,344	–	–	0.03%	463
2019 Q1	$268K	Buy	5,344 +262	+5%	+$13K	0.02%	491
2018 Q4	$224K	Sell	5,082 -78	-2%	-$3.84K	0.02%	491
2018 Q3	$302K	Buy	+5,160	New	+$288K	0.02%	519
2018 Q2	–	Sell	-30,725	Closed	-$1.87M	–	683
2018 Q1	$1.87M	Buy	30,725 +5,678	+23%	+$374K	0.17%	106
2017 Q4	$1.77M	Buy	25,047 +3,507	+16%	+$242K	0.19%	92
2017 Q3	$1.39M	Buy	21,540 +12,253	+132%	+$788K	0.19%	87
2017 Q2	$595K	Buy	9,287 +2,630	+40%	+$167K	0.12%	115
2017 Q1	$420K	Buy	+6,657	New	+$406K	0.09%	137

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Zeke Capital Advisors's PFG Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Principal Financial Group (PFG) stake by 20% in Q4 2022, selling an estimated $67.7K and leaving 3,110 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #373.

Zeke Capital Advisors first reported a position in PFG in Q1 2017 and has held it in 14 quarters since. The position peaked at $1.87M in Q1 2018. 784 funds tracked by Wall St. Rank hold PFG as of Q4 2022.

Zeke Capital Advisors held 3,110 shares of Principal Financial Group worth $261K as of Q4 2022.
Zeke Capital Advisors sold 789 Principal Financial Group shares in Q4 2022, an estimated $67.7K.
Principal Financial Group made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #373 holding.
Zeke Capital Advisors first reported a position in Principal Financial Group in Q1 2017 and has held it in 14 quarters since.
Zeke Capital Advisors's Principal Financial Group position peaked at $1.87M in Q1 2018.
784 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.