Avondale Wealth Management’s Principal Financial Group PFG Stock Holding History

Avondale 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	-700	Closed	-$22K	–	98
2020 Q1	$22K	Hold	700	–	–	0.03%	65
2019 Q4	$38K	Hold	700	–	–	0.06%	51
2019 Q3	$40K	Hold	700	–	–	0.07%	46
2019 Q2	$41K	Sell	700 -500	-42%	-$27.6K	0.03%	50
2019 Q1	$60K	Hold	1,200	–	–	0.05%	40
2018 Q4	$53K	Hold	1,200	–	–	0.04%	40
2018 Q3	$70K	Hold	1,200	–	–	0.07%	31
2018 Q2	$64K	Hold	1,200	–	–	0.05%	28
2018 Q1	$73K	Hold	1,200	–	–	0.06%	26
2017 Q4	$85K	Buy	+1,200	New	+$82.7K	0.07%	29

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Avondale Wealth Management sold out of Principal Financial Group (PFG) in Q2 2020, closing a stake of 700 shares — an estimated $22K sold.

Avondale Wealth Management first reported a position in PFG in Q4 2017 and held it in 10 quarters. The position peaked at $85K in Q4 2017. 569 funds tracked by Wall St. Rank hold PFG as of Q2 2020.

Avondale Wealth Management reported no remaining Principal Financial Group position as of Q2 2020 after selling out during the quarter.
Avondale Wealth Management sold 700 Principal Financial Group shares in Q2 2020, an estimated $22K.
Avondale Wealth Management first reported a position in Principal Financial Group in Q4 2017 and held it in 10 quarters.
Avondale Wealth Management's Principal Financial Group position peaked at $85K in Q4 2017.
569 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2020.

Based on Avondale Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.