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Regent Peak Wealth Advisors’s Principal Financial Group PFG Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-393
Closed -$19K – 745
2020
Q4 		$19K Buy
+393
New +$18K 0.01% 462
2020
Q1 		– Sell
-4,117
Closed -$226K – 124
2019
Q4 		$226K Buy
+4,117
New +$225K 0.1% 119

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Regent Peak Wealth Advisors's PFG Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Principal Financial Group (PFG) in Q1 2021, closing a stake of 393 shares — an estimated $19K sold.

Regent Peak Wealth Advisors first reported a position in PFG in Q4 2019 and held it in 2 quarters. The position peaked at $226K in Q4 2019. 645 funds tracked by Wall St. Rank hold PFG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Principal Financial Group position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 393 Principal Financial Group shares in Q1 2021, an estimated $19K.
  • Regent Peak Wealth Advisors first reported a position in Principal Financial Group in Q4 2019 and held it in 2 quarters.
  • Regent Peak Wealth Advisors's Principal Financial Group position peaked at $226K in Q4 2019.
  • 645 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.