IFS Advisors’s Principal Financial Group PFG Stock Holding History

IFS 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 Q1	–	Sell	-127	Closed	-$6K	–	114
2020 Q4	$6K	Buy	+127	New	+$5.82K	﹤0.01%	121

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IFS Advisors's PFG Position: Q1 2021 in Review

IFS Advisors sold out of Principal Financial Group (PFG) in Q1 2021, closing a stake of 127 shares — an estimated $6K sold.

IFS Advisors first reported a position in PFG in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 645 funds tracked by Wall St. Rank hold PFG as of Q1 2021.

IFS Advisors reported no remaining Principal Financial Group position as of Q1 2021 after selling out during the quarter.
IFS Advisors sold 127 Principal Financial Group shares in Q1 2021, an estimated $6K.
IFS Advisors first reported a position in Principal Financial Group in Q4 2020 and held it in 1 quarter.
IFS Advisors's Principal Financial Group position peaked at $6K in Q4 2020.
645 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2021.

Based on IFS Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.