KPW
PFG icon

Kore Private Wealth’s Principal Financial Group PFG Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-319
Closed -$13K – 850
2020
Q2 		$13K Buy
319
+111
+53% +$4.05K ﹤0.01% 738
2020
Q1 		$7K Sell
208
-86
-29% -$4.07K ﹤0.01% 750
2019
Q4 		$16K Buy
+294
New +$16.1K ﹤0.01% 673
2019
Q2 		– Sell
-208
Closed -$10K – 628
2019
Q1 		$10K Hold
208
– – ﹤0.01% 629
2018
Q4 		$9K Buy
+208
New +$10.2K ﹤0.01% 583

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 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Kore Private Wealth's PFG Position: Q3 2020 in Review

Kore Private Wealth sold out of Principal Financial Group (PFG) in Q3 2020, closing a stake of 319 shares — an estimated $13K sold.

Kore Private Wealth first reported a position in PFG in Q4 2018 and held it in 5 quarters. The position peaked at $16K in Q4 2019. 568 funds tracked by Wall St. Rank hold PFG as of Q3 2020.

  • Kore Private Wealth reported no remaining Principal Financial Group position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 319 Principal Financial Group shares in Q3 2020, an estimated $13K.
  • Kore Private Wealth first reported a position in Principal Financial Group in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Principal Financial Group position peaked at $16K in Q4 2019.
  • 568 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.