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MilWealth Group’s Principal Financial Group PFG Stock Holding History

MilWealth Group’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
Q2 		– Sell
-410
Closed -$24.6K – 62
2021
Q1 		$24.6K Hold
410
– – 0.01% 41
2020
Q4 		$20.3K Hold
410
– – 0.01% 36
2020
Q3 		$16.5K Hold
410
– – 0.01% 36
2020
Q2 		$17K Hold
410
– – 0.01% 38
2020
Q1 		$12.8K Hold
410
– – 0.01% 41
2019
Q4 		$22.6K Hold
410
– – 0.02% 41
2019
Q3 		$23.4K Hold
410
– – 0.02% 39
2019
Q2 		$23.7K Hold
410
– – 0.02% 35
2019
Q1 		$20.6K Buy
+410
New +$20.3K 0.02% 40

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MilWealth Group's PFG Position: Q2 2021 in Review

MilWealth Group sold out of Principal Financial Group (PFG) in Q2 2021, closing a stake of 410 shares — an estimated $24.6K sold.

MilWealth Group first reported a position in PFG in Q1 2019 and held it in 9 quarters. The position peaked at $24.6K in Q1 2021. 613 funds tracked by Wall St. Rank hold PFG as of Q2 2021.

  • MilWealth Group reported no remaining Principal Financial Group position as of Q2 2021 after selling out during the quarter.
  • MilWealth Group sold 410 Principal Financial Group shares in Q2 2021, an estimated $24.6K.
  • MilWealth Group first reported a position in Principal Financial Group in Q1 2019 and held it in 9 quarters.
  • MilWealth Group's Principal Financial Group position peaked at $24.6K in Q1 2021.
  • 613 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2021.

Based on MilWealth Group's 13F filing for Q2 2021, filed 9 May 2023.