FGAM
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Financial Gravity Asset Management’s Principal Financial Group PFG Stock Holding History

Financial Gravity Asset 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
2019
Q4 		– Sell
-12
Closed -$657 – 594
2019
Q3 		$1K Sell
12
-16
-57% -$901 ﹤0.01% 1084
2019
Q2 		$2K Sell
28
-69
-71% -$3.8K ﹤0.01% 929
2019
Q1 		$5K Buy
+97
New +$4.81K ﹤0.01% 695
2018
Q3 		$0 Buy
+7
New +$390 ﹤0.01% 1563

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Financial Gravity Asset Management's PFG Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Principal Financial Group (PFG) in Q4 2019, closing a stake of 12 shares — an estimated $657 sold.

Financial Gravity Asset Management first reported a position in PFG in Q3 2018 and held it in 4 quarters. The position peaked at $5K in Q1 2019. 613 funds tracked by Wall St. Rank hold PFG as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Principal Financial Group position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 12 Principal Financial Group shares in Q4 2019, an estimated $657.
  • Financial Gravity Asset Management first reported a position in Principal Financial Group in Q3 2018 and held it in 4 quarters.
  • Financial Gravity Asset Management's Principal Financial Group position peaked at $5K in Q1 2019.
  • 613 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.