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Patriot Investment Management Group’s Principal Financial Group PFG Stock Holding History

Patriot Investment Management 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
2020
Q3 		– Sell
-102
Closed -$4.24K – 519
2020
Q2 		$4.24K Buy
+102
New +$3.72K ﹤0.01% 581

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

Patriot Investment Management Group's PFG Position: Q3 2020 in Review

Patriot Investment Management Group sold out of Principal Financial Group (PFG) in Q3 2020, closing a stake of 102 shares — an estimated $4.24K sold.

Patriot Investment Management Group first reported a position in PFG in Q2 2020 and held it in 1 quarter. The position peaked at $4.24K in Q2 2020. 568 funds tracked by Wall St. Rank hold PFG as of Q3 2020.

  • Patriot Investment Management Group reported no remaining Principal Financial Group position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 102 Principal Financial Group shares in Q3 2020, an estimated $4.24K.
  • Patriot Investment Management Group first reported a position in Principal Financial Group in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's Principal Financial Group position peaked at $4.24K in Q2 2020.
  • 568 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.