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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evolution Wealth Advisors's PFG Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Principal Financial Group (PFG) in Q4 2021, closing a stake of 711 shares — an estimated $46K sold.

Evolution Wealth Advisors first reported a position in PFG in Q2 2019 and held it in 9 quarters. The position peaked at $46K in Q3 2021. 664 funds tracked by Wall St. Rank hold PFG as of Q4 2021.

Evolution Wealth Advisors reported no remaining Principal Financial Group position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 711 Principal Financial Group shares in Q4 2021, an estimated $46K.
Evolution Wealth Advisors first reported a position in Principal Financial Group in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Principal Financial Group position peaked at $46K in Q3 2021.
664 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.