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Hanson & Doremus Investment Management’s Principal Financial Group PFG Stock Holding History

Hanson & Doremus Investment 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
2022
Q1 		– Sell
-35
Closed -$3K – 528
2021
Q4 		$3K Hold
35
– – ﹤0.01% 471
2021
Q3 		$2K Buy
+35
New +$2.25K ﹤0.01% 473
2021
Q2 		– Sell
-35
Closed -$2K – 496
2021
Q1 		$2K Buy
+35
New +$1.95K ﹤0.01% 484

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hanson & Doremus Investment Management's PFG Position: Q1 2022 in Review

Hanson & Doremus Investment Management sold out of Principal Financial Group (PFG) in Q1 2022, closing a stake of 35 shares — an estimated $3K sold.

Hanson & Doremus Investment Management first reported a position in PFG in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 686 funds tracked by Wall St. Rank hold PFG as of Q1 2022.

  • Hanson & Doremus Investment Management reported no remaining Principal Financial Group position as of Q1 2022 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 35 Principal Financial Group shares in Q1 2022, an estimated $3K.
  • Hanson & Doremus Investment Management first reported a position in Principal Financial Group in Q1 2021 and held it in 3 quarters.
  • Hanson & Doremus Investment Management's Principal Financial Group position peaked at $3K in Q4 2021.
  • 686 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2022.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2022, filed 22 Apr 2022.