NNP
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Nachman Norwood & Parrott’s Principal Financial Group PFG Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-371
Closed -$15K – 805
2020
Q3 		$15K Buy
+371
New +$15.8K ﹤0.01% 679

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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Nachman Norwood & Parrott's PFG Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Principal Financial Group (PFG) in Q4 2020, closing a stake of 371 shares — an estimated $15K sold.

Nachman Norwood & Parrott first reported a position in PFG in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 619 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Principal Financial Group position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 371 Principal Financial Group shares in Q4 2020, an estimated $15K.
  • Nachman Norwood & Parrott first reported a position in Principal Financial Group in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Principal Financial Group position peaked at $15K in Q3 2020.
  • 619 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.