Lenox Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Lenox Wealth 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
2022 Q1	$20K	Sell	268 -28	-9%	-$2.03K	﹤0.01%	379
2021 Q4	$21K	Buy	296 +28	+10%	+$1.95K	﹤0.01%	387
2021 Q3	$17K	Buy	268 +9	+3%	+$578	﹤0.01%	390
2021 Q2	$16K	Hold	259	–	–	﹤0.01%	406
2021 Q1	$16K	Hold	259	–	–	﹤0.01%	346
2020 Q4	$13K	Hold	259	–	–	﹤0.01%	390
2020 Q3	$10K	Hold	259	–	–	﹤0.01%	374
2020 Q2	$11K	Hold	259	–	–	﹤0.01%	368
2020 Q1	$8K	Hold	259	–	–	﹤0.01%	369
2019 Q4	$14K	Hold	259	–	–	﹤0.01%	380
2019 Q3	$15K	Hold	259	–	–	﹤0.01%	327
2019 Q2	$15K	Hold	259	–	–	﹤0.01%	245
2019 Q1	$13K	Hold	259	–	–	﹤0.01%	249
2018 Q4	$11K	Hold	259	–	–	﹤0.01%	245
2018 Q3	$15K	Hold	259	–	–	﹤0.01%	236
2018 Q2	$14K	Hold	259	–	–	﹤0.01%	296
2018 Q1	$16K	Buy	+259	New	+$17K	﹤0.01%	294

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lenox Wealth Advisors's PFG Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Principal Financial Group (PFG) stake by 9.5% in Q1 2022, selling an estimated $2.03K and leaving 268 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Lenox Wealth Advisors first reported a position in PFG in Q1 2018 and has held it in 17 quarters since. The position peaked at $21K in Q4 2021. 687 funds tracked by Wall St. Rank hold PFG as of Q1 2022.

Lenox Wealth Advisors held 268 shares of Principal Financial Group worth $20K as of Q1 2022.
Lenox Wealth Advisors sold 28 Principal Financial Group shares in Q1 2022, an estimated $2.03K.
Principal Financial Group made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #379 holding.
Lenox Wealth Advisors first reported a position in Principal Financial Group in Q1 2018 and has held it in 17 quarters since.
Lenox Wealth Advisors's Principal Financial Group position peaked at $21K in Q4 2021.
687 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.