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Glen Eagle Advisors’s Principal Financial Group PFG Stock Holding History

Glen Eagle 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
Q4 		– Sell
-270
Closed -$17.4K – 1040
2021
Q3 		$17.4K Hold
270
– – 0.01% 580
2021
Q2 		$17.1K Hold
270
– – 0.01% 583
2021
Q1 		$16.2K Hold
270
– – 0.01% 572
2020
Q4 		$13.4K Hold
270
– – 0.01% 576
2020
Q3 		$10.9K Buy
270
+100
+59% +$4.26K ﹤0.01% 579
2020
Q2 		$7.06K Hold
170
– – ﹤0.01% 615
2020
Q1 		$5.33K Sell
170
-100
-37% -$4.73K ﹤0.01% 610
2019
Q4 		$14.8K Sell
270
-140
-34% -$7.66K 0.01% 509
2019
Q3 		$23.4K Sell
410
-100
-20% -$5.63K 0.02% 392
2019
Q2 		$29.5K Hold
510
– – 0.02% 345
2019
Q1 		$25.6K Sell
510
-100
-16% -$4.96K 0.02% 355
2018
Q4 		$26.9K Sell
610
-140
-19% -$6.89K 0.02% 322
2018
Q3 		$43.9K Buy
750
+60
+9% +$3.34K 0.03% 274
2018
Q2 		$36.5K Buy
690
+604
+702% +$35.1K 0.03% 289
2018
Q1 		$5.24K Hold
86
– – ﹤0.01% 520
2017
Q4 		$6.07K Buy
+86
New +$5.92K 0.01% 489

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glen Eagle Advisors's PFG Position: Q4 2021 in Review

Glen Eagle Advisors sold out of Principal Financial Group (PFG) in Q4 2021, closing a stake of 270 shares — an estimated $17.4K sold.

Glen Eagle Advisors first reported a position in PFG in Q4 2017 and held it in 16 quarters. The position peaked at $43.9K in Q3 2018. 663 funds tracked by Wall St. Rank hold PFG as of Q4 2021.

  • Glen Eagle Advisors reported no remaining Principal Financial Group position as of Q4 2021 after selling out during the quarter.
  • Glen Eagle Advisors sold 270 Principal Financial Group shares in Q4 2021, an estimated $17.4K.
  • Glen Eagle Advisors first reported a position in Principal Financial Group in Q4 2017 and held it in 16 quarters.
  • Glen Eagle Advisors's Principal Financial Group position peaked at $43.9K in Q3 2018.
  • 663 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2021.

Based on Glen Eagle Advisors's 13F filing for Q4 2021, filed 13 Aug 2024.