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Heritage Wealth Management (Arizona)’s Principal Financial Group PFG Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		– Sell
-225
Closed -$14K – 919
2021
Q2 		$14K Hold
225
– – 0.01% 612
2021
Q1 		$13K Buy
+225
New +$12.5K 0.01% 550

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Heritage Wealth Management (Arizona)'s PFG Position: Q3 2021 in Review

Heritage Wealth Management (Arizona) sold out of Principal Financial Group (PFG) in Q3 2021, closing a stake of 225 shares — an estimated $14K sold.

Heritage Wealth Management (Arizona) first reported a position in PFG in Q1 2021 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 621 funds tracked by Wall St. Rank hold PFG as of Q3 2021.

  • Heritage Wealth Management (Arizona) reported no remaining Principal Financial Group position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 225 Principal Financial Group shares in Q3 2021, an estimated $14K.
  • Heritage Wealth Management (Arizona) first reported a position in Principal Financial Group in Q1 2021 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Principal Financial Group position peaked at $14K in Q2 2021.
  • 621 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2021, filed 10 Nov 2021.