AWM
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AllSquare Wealth Management’s Principal Financial Group PFG Stock Holding History

AllSquare 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
2020
Q2 		– Sell
-145
Closed -$5K – 485
2020
Q1 		$5K Buy
+145
New +$6.86K ﹤0.01% 365

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllSquare Wealth Management's PFG Position: Q2 2020 in Review

AllSquare Wealth Management sold out of Principal Financial Group (PFG) in Q2 2020, closing a stake of 145 shares — an estimated $5K sold.

AllSquare Wealth Management first reported a position in PFG in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 569 funds tracked by Wall St. Rank hold PFG as of Q2 2020.

  • AllSquare Wealth Management reported no remaining Principal Financial Group position as of Q2 2020 after selling out during the quarter.
  • AllSquare Wealth Management sold 145 Principal Financial Group shares in Q2 2020, an estimated $5K.
  • AllSquare Wealth Management first reported a position in Principal Financial Group in Q1 2020 and held it in 1 quarter.
  • AllSquare Wealth Management's Principal Financial Group position peaked at $5K in Q1 2020.
  • 569 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2020.

Based on AllSquare Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.