CAAS
PFG icon

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

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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. 645 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.
  • 645 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.