LWM
PFG icon

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

Lionsbridge 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
Q1 		– Sell
-162
Closed -$8K – 239
2019
Q4 		$8K Buy
+162
New +$8.87K 0.01% 128

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

Lionsbridge Wealth Management's PFG Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 162 shares — an estimated $8K sold.

Lionsbridge Wealth Management first reported a position in PFG in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 564 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 162 Principal Financial Group shares in Q1 2020, an estimated $8K.
  • Lionsbridge Wealth Management first reported a position in Principal Financial Group in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Principal Financial Group position peaked at $8K in Q4 2019.
  • 564 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.