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Garrett Wealth Advisory Group’s Principal Financial Group PFG Stock Holding History

Garrett Wealth Advisory Group’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
-366
Closed -$20.9K – 487
2019
Q3 		$20.9K Buy
+366
New +$20.6K 0.01% 203

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Garrett Wealth Advisory Group's PFG Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Principal Financial Group (PFG) in Q4 2019, closing a stake of 366 shares — an estimated $20.9K sold.

Garrett Wealth Advisory Group first reported a position in PFG in Q3 2019 and held it in 1 quarter. The position peaked at $20.9K in Q3 2019. 612 funds tracked by Wall St. Rank hold PFG as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Principal Financial Group position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 366 Principal Financial Group shares in Q4 2019, an estimated $20.9K.
  • Garrett Wealth Advisory Group first reported a position in Principal Financial Group in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Principal Financial Group position peaked at $20.9K in Q3 2019.
  • 612 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.