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MPS Loria Financial Planners’s Principal Financial Group PFG Stock Holding History

MPS Loria Financial Planners’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
-26
Closed -$1K – 444
2021
Q1 		$1K Hold
26
– – ﹤0.01% 525
2020
Q4 		$1K Buy
+26
New +$1.19K ﹤0.01% 564

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MPS Loria Financial Planners's PFG Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Principal Financial Group (PFG) in Q2 2021, closing a stake of 26 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in PFG in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 614 funds tracked by Wall St. Rank hold PFG as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Principal Financial Group position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 26 Principal Financial Group shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Principal Financial Group in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Principal Financial Group position peaked at $1K in Q1 2021.
  • 614 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.