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Clarus Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-238
Closed -$14K – 438
2019
Q2 		$14K Hold
238
– – 0.01% 408
2019
Q1 		$12K Hold
238
– – 0.01% 498
2018
Q4 		$11K Hold
238
– – 0.02% 499
2018
Q3 		$14K Hold
238
– – 0.01% 493
2018
Q2 		$14K Buy
+238
New +$13.8K 0.01% 479

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clarus Wealth Advisors's PFG Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Principal Financial Group (PFG) in Q3 2019, closing a stake of 238 shares — an estimated $14K sold.

Clarus Wealth Advisors first reported a position in PFG in Q2 2018 and held it in 5 quarters. The position peaked at $14K in Q2 2019. 615 funds tracked by Wall St. Rank hold PFG as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Principal Financial Group position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 238 Principal Financial Group shares in Q3 2019, an estimated $14K.
  • Clarus Wealth Advisors first reported a position in Principal Financial Group in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Principal Financial Group position peaked at $14K in Q2 2019.
  • 615 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.