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Capital Asset Advisory Services’s Principal Financial Group PFG Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-196
Closed -$10K – 1268
2020
Q4 		$10K Buy
+196
New +$8.98K ﹤0.01% 1110

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Capital Research Global Investors
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State Street
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Geode Capital Management
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Asset Advisory Services's PFG Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Principal Financial Group (PFG) in Q1 2021, closing a stake of 196 shares — an estimated $10K sold.

Capital Asset Advisory Services first reported a position in PFG in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 646 funds tracked by Wall St. Rank hold PFG as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Principal Financial Group position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 196 Principal Financial Group shares in Q1 2021, an estimated $10K.
  • Capital Asset Advisory Services first reported a position in Principal Financial Group in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Principal Financial Group position peaked at $10K in Q4 2020.
  • 646 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.