Principal Financial Group
PSM

Principal Financial Group’s Principal Exchange-Traded Funds Principal U.S. Small-MidCap Multi-Factor ETF PSM Stock Holding History

Principal Financial Group’s Portfolio PSM Stock Details PSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-387,090
Closed -$8.95M – 2486
2020
Q3 		$8.95M Sell
387,090
-5,000
-1% -$119K 0.01% 1139
2020
Q2 		$8.7M Sell
392,090
-5,000
-1% -$102K 0.01% 1137
2020
Q1 		$7.21M Hold
397,090
– – 0.01% 1091
2019
Q4 		$10.5M Sell
397,090
-1,000
-0.3% -$25.6K 0.01% 1217
2019
Q3 		$9.83M Buy
+398,090
New +$9.79M 0.01% 1210

Principal Financial Group's PSM Position: Q4 2020 in Review

Principal Financial Group sold out of Principal Exchange-Traded Funds Principal U.S. Small-MidCap Multi-Factor ETF (PSM) in Q4 2020, closing a stake of 387,090 shares — an estimated $8.95M sold.

Principal Financial Group first reported a position in PSM in Q3 2019 and held it in 5 quarters. The position peaked at $10.5M in Q4 2019. 0 funds tracked by Wall St. Rank hold PSM as of Q4 2020.

  • Principal Financial Group reported no remaining Principal Exchange-Traded Funds Principal U.S. Small-MidCap Multi-Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Principal Financial Group sold 387,090 Principal Exchange-Traded Funds Principal U.S. Small-MidCap Multi-Factor ETF shares in Q4 2020, an estimated $8.95M.
  • Principal Financial Group first reported a position in Principal Exchange-Traded Funds Principal U.S. Small-MidCap Multi-Factor ETF in Q3 2019 and held it in 5 quarters.
  • Principal Financial Group's Principal Exchange-Traded Funds Principal U.S. Small-MidCap Multi-Factor ETF position peaked at $10.5M in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal U.S. Small-MidCap Multi-Factor ETF as of Q4 2020.

Based on Principal Financial Group's 13F filing for Q4 2020, filed 8 Feb 2021.