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Resolute Advisors’s Principal Financial Group PFG Stock Holding History

Resolute 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
Q4 		– Sell
-51
Closed -$3K – 436
2021
Q3 		$3K Hold
51
– – ﹤0.01% 499
2021
Q2 		$3K Hold
51
– – ﹤0.01% 470
2021
Q1 		$3K Buy
+51
New +$2.84K ﹤0.01% 407

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Resolute Advisors's PFG Position: Q4 2021 in Review

Resolute Advisors sold out of Principal Financial Group (PFG) in Q4 2021, closing a stake of 51 shares — an estimated $3K sold.

Resolute Advisors first reported a position in PFG in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 663 funds tracked by Wall St. Rank hold PFG as of Q4 2021.

  • Resolute Advisors reported no remaining Principal Financial Group position as of Q4 2021 after selling out during the quarter.
  • Resolute Advisors sold 51 Principal Financial Group shares in Q4 2021, an estimated $3K.
  • Resolute Advisors first reported a position in Principal Financial Group in Q1 2021 and held it in 3 quarters.
  • Resolute Advisors's Principal Financial Group position peaked at $3K in Q3 2021.
  • 663 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2021.

Based on Resolute Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.