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

Lenox Wealth 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
2020
Q2 		$6K Buy
148
+2
+1% +$73 ﹤0.01% 515
2020
Q1 		$4K Buy
146
+2
+1% +$95 ﹤0.01% 526
2019
Q4 		$8K Buy
+144
New +$7.88K ﹤0.01% 479

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lenox Wealth Management's PFG Position: Q2 2020 in Review

Lenox Wealth Management increased its Principal Financial Group (PFG) stake by 1.4% in Q2 2020, buying an estimated $73 and bringing the position to 148 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Lenox Wealth Management first reported a position in PFG in Q4 2019 and has held it in 3 quarters since. The position peaked at $8K in Q4 2019. 569 funds tracked by Wall St. Rank hold PFG as of Q2 2020.

  • Lenox Wealth Management held 148 shares of Principal Financial Group worth $6K as of Q2 2020.
  • Lenox Wealth Management bought 2 Principal Financial Group shares in Q2 2020, an estimated $73.
  • Principal Financial Group made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #515 holding.
  • Lenox Wealth Management first reported a position in Principal Financial Group in Q4 2019 and has held it in 3 quarters since.
  • Lenox Wealth Management's Principal Financial Group position peaked at $8K in Q4 2019.
  • 569 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.