EWA
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Evolution Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Evolution 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
2021
Q4 		– Sell
-711
Closed -$46K – 497
2021
Q3 		$46K Hold
711
– – 0.01% 222
2021
Q2 		$45K Hold
711
– – 0.01% 221
2021
Q1 		$43K Buy
711
+185
+35% +$10.3K 0.01% 211
2020
Q4 		$26K Buy
526
+480
+1,043% +$22K 0.01% 232
2020
Q3 		$2K Hold
46
– – ﹤0.01% 556
2020
Q2 		$2K Buy
+46
New +$1.68K ﹤0.01% 498
2020
Q1 		– Sell
-63
Closed -$3K – 560
2019
Q4 		$3K Buy
63
+1
+2% +$55 ﹤0.01% 524
2019
Q3 		$4K Hold
62
– – ﹤0.01% 324
2019
Q2 		$4K Buy
+62
New +$3.42K ﹤0.01% 306

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return