Redhawk Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Redhawk 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
2024 Q2	–	Sell	-4,125	Closed	-$356K	–	329
2024 Q1	$356K	Buy	4,125 +890	+28%	+$71.4K	0.06%	227
2023 Q4	$254K	Buy	3,235 +220	+7%	+$15.9K	0.05%	250
2023 Q3	$217K	Hold	3,015	–	–	0.07%	188
2023 Q2	$229K	Buy	3,015 +15	+0.5%	+$1.08K	0.07%	181
2023 Q1	$223K	Hold	3,000	–	–	0.08%	162
2022 Q4	$252K	Hold	3,000	–	–	0.1%	161
2022 Q3	$216K	Sell	3,000 -10	-0.3%	-$718	0.09%	145
2022 Q2	$201K	Buy	3,010 +10	+0.3%	+$703	0.09%	156
2022 Q1	$220K	Sell	3,000 -129	-4%	-$9.34K	0.06%	189
2021 Q4	$226K	Hold	3,129	–	–	0.06%	204
2021 Q3	$202K	Buy	+3,129	New	+$201K	0.06%	205
2019 Q3	–	Sell	-1,630	Closed	-$94K	–	350
2019 Q2	$94K	Buy	+1,630	New	+$89.8K	0.04%	188
2018 Q4	–	Sell	-8,705	Closed	-$510K	–	136
2018 Q3	$510K	Buy	+8,705	New	+$485K	0.28%	76

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Redhawk Wealth Advisors's PFG Position: Q2 2024 in Review

Redhawk Wealth Advisors sold out of Principal Financial Group (PFG) in Q2 2024, closing a stake of 4,125 shares — an estimated $356K sold.

Redhawk Wealth Advisors first reported a position in PFG in Q3 2018 and held it in 13 quarters. The position peaked at $510K in Q3 2018. 795 funds tracked by Wall St. Rank hold PFG as of Q2 2024.

Redhawk Wealth Advisors reported no remaining Principal Financial Group position as of Q2 2024 after selling out during the quarter.
Redhawk Wealth Advisors sold 4,125 Principal Financial Group shares in Q2 2024, an estimated $356K.
Redhawk Wealth Advisors first reported a position in Principal Financial Group in Q3 2018 and held it in 13 quarters.
Redhawk Wealth Advisors's Principal Financial Group position peaked at $510K in Q3 2018.
795 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2024.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.