Fortis Advisors’s Principal Financial Group PFG Stock Holding History

Fortis 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 Q2	–	Sell	-2,055	Closed	-$123K	–	268
2021 Q1	$123K	Hold	2,055	–	–	0.09%	92
2020 Q4	$102K	Hold	2,055	–	–	0.09%	82
2020 Q3	$83K	Hold	2,055	–	–	0.08%	82
2020 Q2	$85K	Hold	2,055	–	–	0.08%	89
2020 Q1	$64K	Hold	2,055	–	–	0.04%	173
2019 Q4	$113K	Hold	2,055	–	–	0.07%	171
2019 Q3	$117K	Hold	2,055	–	–	0.06%	169
2019 Q2	$119K	Hold	2,055	–	–	0.06%	165
2019 Q1	$103K	Hold	2,055	–	–	0.05%	171
2018 Q4	$91K	Hold	2,055	–	–	0.06%	172
2018 Q3	$120K	Hold	2,055	–	–	0.07%	135
2018 Q2	$109K	Hold	2,055	–	–	0.06%	144
2018 Q1	$125K	Hold	2,055	–	–	0.07%	111
2017 Q4	$145K	Hold	2,055	–	–	0.09%	91
2017 Q3	$132K	Buy	+2,055	New	+$132K	0.09%	88

Other funds holding PFG

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

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fortis Advisors's PFG Position: Q2 2021 in Review

Fortis Advisors sold out of Principal Financial Group (PFG) in Q2 2021, closing a stake of 2,055 shares — an estimated $123K sold.

Fortis Advisors first reported a position in PFG in Q3 2017 and held it in 15 quarters. The position peaked at $145K in Q4 2017. 613 funds tracked by Wall St. Rank hold PFG as of Q2 2021.

Fortis Advisors reported no remaining Principal Financial Group position as of Q2 2021 after selling out during the quarter.
Fortis Advisors sold 2,055 Principal Financial Group shares in Q2 2021, an estimated $123K.
Fortis Advisors first reported a position in Principal Financial Group in Q3 2017 and held it in 15 quarters.
Fortis Advisors's Principal Financial Group position peaked at $145K in Q4 2017.
613 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2021.

Based on Fortis Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.