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Atlas Private Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Atlas Private Wealth 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
2021
Q4 		– Sell
-234
Closed -$15K – 548
2021
Q3 		$15K Sell
234
-5
-2% -$321 0.01% 407
2021
Q2 		$15K Hold
239
– – 0.01% 407
2021
Q1 		$14K Hold
239
– – 0.01% 448
2020
Q4 		$12K Hold
239
– – 0.01% 406
2020
Q3 		$10K Hold
239
– – 0.01% 389
2020
Q2 		$10K Buy
+239
New +$8.72K 0.01% 406

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Atlas Private Wealth Advisors's PFG Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Principal Financial Group (PFG) in Q4 2021, closing a stake of 234 shares — an estimated $15K sold.

Atlas Private Wealth Advisors first reported a position in PFG in Q2 2020 and held it in 6 quarters. The position peaked at $15K in Q3 2021. 663 funds tracked by Wall St. Rank hold PFG as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Principal Financial Group position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 234 Principal Financial Group shares in Q4 2021, an estimated $15K.
  • Atlas Private Wealth Advisors first reported a position in Principal Financial Group in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Principal Financial Group position peaked at $15K in Q3 2021.
  • 663 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.