CSat Investment Advisory’s Principal Financial Group PFG Stock Holding History

CSat Investment Advisory’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	$51K	Sell	858 -104	-11%	-$5.8K	0.04%	189
2020 Q4	$48K	Sell	962 -672	-41%	-$30.8K	0.04%	159
2020 Q3	$66K	Buy	1,634 +123	+8%	+$5.24K	0.01%	622
2020 Q2	$62K	Buy	1,511 +400	+36%	+$14.6K	0.01%	643
2020 Q1	$35K	Buy	1,111 +56	+5%	+$2.65K	0.01%	614
2019 Q4	$58K	Sell	1,055 -8,935	-89%	-$489K	0.02%	584
2019 Q3	$570K	Buy	9,990 +4,039	+68%	+$227K	0.18%	100
2019 Q2	$345K	Buy	5,951 +5,503	+1,228%	+$303K	0.12%	128
2019 Q1	$22K	Sell	448 -38	-8%	-$1.88K	0.01%	297
2018 Q4	$21K	Buy	486 +229	+89%	+$11.3K	0.01%	272
2018 Q3	$15K	Buy	257 +56	+28%	+$3.12K	0.01%	284
2018 Q2	$11K	Buy	+201	New	+$11.7K	0.01%	333

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CSat Investment Advisory's PFG Position: Q1 2021 in Review

CSat Investment Advisory reduced its Principal Financial Group (PFG) stake by 11% in Q1 2021, selling an estimated $5.8K and leaving 858 shares worth $51K. The position accounts for 0.04% of the portfolio, ranked #189.

CSat Investment Advisory first reported a position in PFG in Q2 2018 and has held it in 12 quarters since. The position peaked at $570K in Q3 2019. 646 funds tracked by Wall St. Rank hold PFG as of Q1 2021.

CSat Investment Advisory held 858 shares of Principal Financial Group worth $51K as of Q1 2021.
CSat Investment Advisory sold 104 Principal Financial Group shares in Q1 2021, an estimated $5.8K.
Principal Financial Group made up 0.04% of CSat Investment Advisory's portfolio in Q1 2021, its #189 holding.
CSat Investment Advisory first reported a position in Principal Financial Group in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Principal Financial Group position peaked at $570K in Q3 2019.
646 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.