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Lucia Wealth Services’s Principal Financial Group PFG Stock Holding History

Lucia Wealth Services’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 		$751K Buy
18,647
+589
+3% +$25.1K 0.18% 93
2020
Q2 		$750K Sell
18,058
-563
-3% -$20.5K 0.2% 81
2020
Q1 		$584K Buy
+18,621
New +$881K 0.19% 94

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

Lucia Wealth Services's PFG Position: Q3 2020 in Review

Lucia Wealth Services increased its Principal Financial Group (PFG) stake by 3.3% in Q3 2020, buying an estimated $25.1K and bringing the position to 18,647 shares worth $751K. The position accounts for 0.18% of the portfolio, ranked #93.

Lucia Wealth Services first reported a position in PFG in Q1 2020 and has held it in 3 quarters since. 568 funds tracked by Wall St. Rank hold PFG as of Q3 2020.

  • Lucia Wealth Services held 18,647 shares of Principal Financial Group worth $751K as of Q3 2020.
  • Lucia Wealth Services bought 589 Principal Financial Group shares in Q3 2020, an estimated $25.1K.
  • Principal Financial Group made up 0.18% of Lucia Wealth Services's portfolio in Q3 2020, its #93 holding.
  • Lucia Wealth Services first reported a position in Principal Financial Group in Q1 2020 and has held it in 3 quarters since.
  • 568 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.