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AGF Investments Inc’s Principal Financial Group PFG Stock Holding History

AGF Investments Inc’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
2021
Q2 		– Sell
-11,054
Closed -$663K – 795
2021
Q1 		$663K Buy
+11,054
New +$616K 0.01% 464
2020
Q4 		– Sell
-4,794
Closed -$193K – 817
2020
Q3 		$193K Sell
4,794
-856
-15% -$36.5K ﹤0.01% 653
2020
Q2 		$235K Buy
+5,650
New +$206K ﹤0.01% 610

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AGF Investments Inc's PFG Position: Q2 2021 in Review

AGF Investments Inc sold out of Principal Financial Group (PFG) in Q2 2021, closing a stake of 11,054 shares — an estimated $663K sold.

AGF Investments Inc first reported a position in PFG in Q2 2020 and held it in 3 quarters. The position peaked at $663K in Q1 2021. 613 funds tracked by Wall St. Rank hold PFG as of Q2 2021.

  • AGF Investments Inc reported no remaining Principal Financial Group position as of Q2 2021 after selling out during the quarter.
  • AGF Investments Inc sold 11,054 Principal Financial Group shares in Q2 2021, an estimated $663K.
  • AGF Investments Inc first reported a position in Principal Financial Group in Q2 2020 and held it in 3 quarters.
  • AGF Investments Inc's Principal Financial Group position peaked at $663K in Q1 2021.
  • 613 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2021.

Based on AGF Investments Inc's 13F filing for Q2 2021, filed 10 Aug 2021.