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Fernwood Investment Management’s Principal Financial Group PFG Stock Holding History

Fernwood Investment Management’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
2024
Q2 		– Sell
-500
Closed -$43.2K – 559
2024
Q1 		$43.2K Buy
+500
New +$40.1K 0.01% 360

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fernwood Investment Management's PFG Position: Q2 2024 in Review

Fernwood Investment Management sold out of Principal Financial Group (PFG) in Q2 2024, closing a stake of 500 shares — an estimated $43.2K sold.

Fernwood Investment Management first reported a position in PFG in Q1 2024 and held it in 1 quarter. The position peaked at $43.2K in Q1 2024. 794 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

  • Fernwood Investment Management reported no remaining Principal Financial Group position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 500 Principal Financial Group shares in Q2 2024, an estimated $43.2K.
  • Fernwood Investment Management first reported a position in Principal Financial Group in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Principal Financial Group position peaked at $43.2K in Q1 2024.
  • 794 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.