Certified Advisory Corp’s Principal Financial Group PFG Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-117	Closed	-$7K	–	582
2021 Q1	$7K	Buy	+117	New	+$6.52K	﹤0.01%	644
2020 Q2	$21K	Buy	505 +2	+0.4%	+$73	0.01%	433
2020 Q1	$16K	Buy	503 +2	+0.4%	+$95	0.01%	461
2019 Q4	$28K	Buy	501 +1	+0.2%	+$55	0.01%	413
2019 Q3	$29K	Buy	500 +2	+0.4%	+$113	0.01%	410
2019 Q2	$29K	Buy	498 +1	+0.2%	+$55	0.01%	409
2019 Q1	$25K	Hold	497	–	–	0.01%	411
2018 Q4	$22K	Buy	497 +2	+0.4%	+$98	0.01%	415
2018 Q3	$29K	Buy	495 +104	+27%	+$5.8K	0.01%	377
2018 Q2	$21K	Hold	391	–	–	0.01%	428
2018 Q1	$23K	Hold	391	–	–	0.01%	380
2017 Q4	$27K	Buy	+391	New	+$26.9K	0.02%	316

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

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

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

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

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

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

Certified Advisory Corp's PFG Position: Q2 2021 in Review

Certified Advisory Corp sold out of Principal Financial Group (PFG) in Q2 2021, closing a stake of 117 shares — an estimated $7K sold.

Certified Advisory Corp first reported a position in PFG in Q4 2017 and held it in 12 quarters. The position peaked at $29K in Q3 2019. 613 funds tracked by Wall St. Rank hold PFG as of Q2 2021.

Certified Advisory Corp reported no remaining Principal Financial Group position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 117 Principal Financial Group shares in Q2 2021, an estimated $7K.
Certified Advisory Corp first reported a position in Principal Financial Group in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Principal Financial Group position peaked at $29K in Q3 2019.
613 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.