AW
PFG icon

Alpha Windward’s Principal Financial Group PFG Stock Holding History

Alpha Windward’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
Q4 		– Sell
-246
Closed -$10K – 258
2020
Q3 		$10K Sell
246
-135
-35% -$5.75K 0.01% 361
2020
Q2 		$16K Buy
+381
New +$13.9K 0.01% 339

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Alpha Windward's PFG Position: Q4 2020 in Review

Alpha Windward sold out of Principal Financial Group (PFG) in Q4 2020, closing a stake of 246 shares — an estimated $10K sold.

Alpha Windward first reported a position in PFG in Q2 2020 and held it in 2 quarters. The position peaked at $16K in Q2 2020. 619 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

  • Alpha Windward reported no remaining Principal Financial Group position as of Q4 2020 after selling out during the quarter.
  • Alpha Windward sold 246 Principal Financial Group shares in Q4 2020, an estimated $10K.
  • Alpha Windward first reported a position in Principal Financial Group in Q2 2020 and held it in 2 quarters.
  • Alpha Windward's Principal Financial Group position peaked at $16K in Q2 2020.
  • 619 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on Alpha Windward's 13F filing for Q4 2020.