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Goodwin Investment Advisory’s Principal Financial Group PFG Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-431
Closed -$21K – 143
2020
Q4 		$21K Buy
+431
New +$19.7K 0.03% 61

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goodwin Investment Advisory's PFG Position: Q1 2021 in Review

Goodwin Investment Advisory sold out of Principal Financial Group (PFG) in Q1 2021, closing a stake of 431 shares — an estimated $21K sold.

Goodwin Investment Advisory first reported a position in PFG in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 645 funds tracked by Wall St. Rank hold PFG as of Q1 2021.

  • Goodwin Investment Advisory reported no remaining Principal Financial Group position as of Q1 2021 after selling out during the quarter.
  • Goodwin Investment Advisory sold 431 Principal Financial Group shares in Q1 2021, an estimated $21K.
  • Goodwin Investment Advisory first reported a position in Principal Financial Group in Q4 2020 and held it in 1 quarter.
  • Goodwin Investment Advisory's Principal Financial Group position peaked at $21K in Q4 2020.
  • 645 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2021.

Based on Goodwin Investment Advisory's 13F filing for Q1 2021, filed 5 May 2021.