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Paces Ferry Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Paces Ferry Wealth Advisors’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
-174
Closed -$7K – 827
2020
Q3 		$7K Buy
+174
New +$7.42K 0.01% 496

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Paces Ferry Wealth Advisors's PFG Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Principal Financial Group (PFG) in Q4 2020, closing a stake of 174 shares — an estimated $7K sold.

Paces Ferry Wealth Advisors first reported a position in PFG in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 620 funds tracked by Wall St. Rank hold PFG as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Principal Financial Group position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 174 Principal Financial Group shares in Q4 2020, an estimated $7K.
  • Paces Ferry Wealth Advisors first reported a position in Principal Financial Group in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Principal Financial Group position peaked at $7K in Q3 2020.
  • 620 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.