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Price Wealth’s Principal Financial Group PFG Stock Holding History

Price Wealth’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 		$4K Hold
91
– – ﹤0.01% 349
2020
Q2 		$4K Buy
+91
New +$3.32K ﹤0.01% 257
2020
Q1 		– Sell
-24
Closed -$1K – 486
2019
Q4 		$1K Sell
24
-68
-74% -$3.72K ﹤0.01% 351
2019
Q3 		$5K Hold
92
– – ﹤0.01% 206
2019
Q2 		$5K Buy
+92
New +$5.07K ﹤0.01% 206

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

Price Wealth's PFG Position: Q3 2020 in Review

Price Wealth held its Principal Financial Group (PFG) position steady in Q3 2020 at 91 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Price Wealth first reported a position in PFG in Q2 2019 and has held it in 5 quarters since. The position peaked at $5K in Q3 2019. 568 funds tracked by Wall St. Rank hold PFG as of Q3 2020.

  • Price Wealth held 91 shares of Principal Financial Group worth $4K as of Q3 2020.
  • Price Wealth left its Principal Financial Group share count unchanged in Q3 2020.
  • Principal Financial Group made up ﹤0.01% of Price Wealth's portfolio in Q3 2020, its #349 holding.
  • Price Wealth first reported a position in Principal Financial Group in Q2 2019 and has held it in 5 quarters since.
  • Price Wealth's Principal Financial Group position peaked at $5K in Q3 2019.
  • 568 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.