C.M. Bidwell & Associates’s Principal Financial Group PFG Stock Holding History

C.M. Bidwell & Associates’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 Q3	–	Sell	-504	Closed	-$32K	–	601
2021 Q2	$32K	Buy	+504	New	+$32.2K	0.02%	333
2020 Q4	–	Sell	-1,275	Closed	-$51K	–	525
2020 Q3	$51K	Buy	+1,275	New	+$54.3K	0.05%	262
2014 Q4	–	Sell	-68,420	Closed	-$3.59M	–	239
2014 Q3	$3.59M	Buy	+68,420	New	+$3.58M	0.85%	56
2014 Q1	–	Sell	-68,265	Closed	-$3.37M	–	253
2013 Q4	$3.37M	Sell	68,265 -7,335	-10%	-$348K	0.83%	60
2013 Q3	$3.24M	Buy	+75,600	New	+$3.15M	0.89%	49

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

C.M. Bidwell & Associates's PFG Position: Q3 2021 in Review

C.M. Bidwell & Associates sold out of Principal Financial Group (PFG) in Q3 2021, closing a stake of 504 shares — an estimated $32K sold.

C.M. Bidwell & Associates first reported a position in PFG in Q3 2013 and held it in 5 quarters. The position peaked at $3.59M in Q3 2014. 622 funds tracked by Wall St. Rank hold PFG as of Q3 2021.

C.M. Bidwell & Associates reported no remaining Principal Financial Group position as of Q3 2021 after selling out during the quarter.
C.M. Bidwell & Associates sold 504 Principal Financial Group shares in Q3 2021, an estimated $32K.
C.M. Bidwell & Associates first reported a position in Principal Financial Group in Q3 2013 and held it in 5 quarters.
C.M. Bidwell & Associates's Principal Financial Group position peaked at $3.59M in Q3 2014.
622 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2021.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2021, filed 12 Nov 2021.