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

Liberty 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
2021 Q4	–	Sell	-425	Closed	-$27K	–	831
2021 Q3	$27K	Buy	425 +2	+0.5%	+$128	0.01%	581
2021 Q2	$27K	Buy	423 +2	+0.5%	+$128	0.01%	444
2021 Q1	$21K	Hold	421	–	–	0.01%	452
2020 Q4	$21K	Buy	421 +1	+0.2%	+$46	0.01%	449
2020 Q3	$17K	Buy	420 +2	+0.5%	+$85	0.01%	429
2020 Q2	$17K	Buy	418 +1	+0.2%	+$36	0.01%	406
2020 Q1	$13K	Buy	417 +2	+0.5%	+$95	0.01%	425
2019 Q4	$23K	Buy	415 +2	+0.5%	+$109	0.02%	394
2019 Q3	$24K	Buy	413 +1	+0.2%	+$56	0.02%	374
2019 Q2	$24K	Buy	+412	New	+$22.7K	0.02%	380
2019 Q1	–	Sell	-296	Closed	-$13K	–	821
2018 Q4	$13K	Buy	+296	New	+$14.6K	0.01%	386

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Liberty Wealth Management's PFG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Principal Financial Group (PFG) in Q4 2021, closing a stake of 425 shares — an estimated $27K sold.

Liberty Wealth Management first reported a position in PFG in Q4 2018 and held it in 11 quarters. The position peaked at $27K in Q3 2021. 663 funds tracked by Wall St. Rank hold PFG as of Q4 2021.

Liberty Wealth Management reported no remaining Principal Financial Group position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 425 Principal Financial Group shares in Q4 2021, an estimated $27K.
Liberty Wealth Management first reported a position in Principal Financial Group in Q4 2018 and held it in 11 quarters.
Liberty Wealth Management's Principal Financial Group position peaked at $27K in Q3 2021.
663 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.