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Precision Wealth Strategies’s Principal Financial Group PFG Stock Holding History

Precision Wealth Strategies’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
-4,493
Closed -$269K – 115
2021
Q1 		$269K Buy
+4,493
New +$250K 0.26% 64

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

Precision Wealth Strategies's PFG Position: Q2 2021 in Review

Precision Wealth Strategies sold out of Principal Financial Group (PFG) in Q2 2021, closing a stake of 4,493 shares — an estimated $269K sold.

Precision Wealth Strategies first reported a position in PFG in Q1 2021 and held it in 1 quarter. The position peaked at $269K in Q1 2021. 613 funds tracked by Wall St. Rank hold PFG as of Q2 2021.

  • Precision Wealth Strategies reported no remaining Principal Financial Group position as of Q2 2021 after selling out during the quarter.
  • Precision Wealth Strategies sold 4,493 Principal Financial Group shares in Q2 2021, an estimated $269K.
  • Precision Wealth Strategies first reported a position in Principal Financial Group in Q1 2021 and held it in 1 quarter.
  • Precision Wealth Strategies's Principal Financial Group position peaked at $269K in Q1 2021.
  • 613 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2021.

Based on Precision Wealth Strategies's 13F filing for Q2 2021, filed 22 Jul 2021.