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Focused Wealth Management’s Principal Financial Group PFG Stock Holding History

Focused Wealth 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
2021
Q4 		– Sell
-2,150
Closed -$138K – 1076
2021
Q3 		$138K Hold
2,150
– – 0.02% 231
2021
Q2 		$136K Sell
2,150
-300
-12% -$19.2K 0.02% 245
2021
Q1 		$147K Hold
2,450
– – 0.03% 214
2020
Q4 		$122K Hold
2,450
– – 0.02% 227
2020
Q3 		$99K Hold
2,450
– – 0.02% 248
2020
Q2 		$102K Hold
2,450
– – 0.02% 226
2020
Q1 		$77K Hold
2,450
– – 0.02% 243
2019
Q4 		$135K Buy
2,450
+100
+4% +$5.47K 0.03% 219
2019
Q3 		$134K Hold
2,350
– – 0.04% 196
2019
Q2 		$136K Hold
2,350
– – 0.04% 191
2019
Q1 		$118K Buy
2,350
+50
+2% +$2.48K 0.04% 195
2018
Q4 		$102K Hold
2,300
– – 0.03% 227
2018
Q3 		$135K Sell
2,300
-110
-5% -$6.13K 0.05% 198
2018
Q2 		$128K Buy
2,410
+2,300
+2,091% +$134K 0.04% 204
2018
Q1 		$7K Hold
110
– – ﹤0.01% 523
2017
Q4 		$8K Sell
110
-510
-82% -$35.1K ﹤0.01% 501
2017
Q3 		$40K Buy
620
+510
+464% +$32.8K 0.01% 266
2017
Q2 		$7K Hold
110
– – ﹤0.01% 521
2017
Q1 		$7K Hold
110
– – ﹤0.01% 508
2016
Q4 		$6K Hold
110
– – ﹤0.01% 532
2016
Q3 		$6K Hold
110
– – ﹤0.01% 508
2016
Q2 		$5K Hold
110
– – ﹤0.01% 526
2016
Q1 		$4K Hold
110
– – ﹤0.01% 509
2015
Q4 		$5K Hold
110
– – ﹤0.01% 511
2015
Q3 		$5K Hold
110
– – ﹤0.01% 498
2015
Q2 		$6K Hold
110
– – ﹤0.01% 480
2015
Q1 		$6K Hold
110
– – ﹤0.01% 503
2014
Q4 		$6K Hold
110
– – ﹤0.01% 490
2014
Q3 		$6K Hold
110
– – ﹤0.01% 494
2014
Q2 		$6K Hold
110
– – ﹤0.01% 494
2014
Q1 		$5K Hold
110
– – ﹤0.01% 491
2013
Q4 		$5K Sell
110
-110
-50% -$5.22K ﹤0.01% 482
2013
Q3 		$9K Buy
+220
New +$9.17K 0.01% 381

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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Focused Wealth Management's PFG Position: Q4 2021 in Review

Focused Wealth Management sold out of Principal Financial Group (PFG) in Q4 2021, closing a stake of 2,150 shares — an estimated $138K sold.

Focused Wealth Management first reported a position in PFG in Q3 2013 and held it in 33 quarters. The position peaked at $147K in Q1 2021. 664 funds tracked by Wall St. Rank hold PFG as of Q4 2021.

  • Focused Wealth Management reported no remaining Principal Financial Group position as of Q4 2021 after selling out during the quarter.
  • Focused Wealth Management sold 2,150 Principal Financial Group shares in Q4 2021, an estimated $138K.
  • Focused Wealth Management first reported a position in Principal Financial Group in Q3 2013 and held it in 33 quarters.
  • Focused Wealth Management's Principal Financial Group position peaked at $147K in Q1 2021.
  • 664 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2021.

Based on Focused Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.