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Richwood Investment Advisors’s Principal Financial Group PFG Stock Holding History

Richwood Investment 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
2022
Q1 		– Sell
-162
Closed -$12K – 207
2021
Q4 		$12K Buy
+162
New +$11.3K 0.01% 230

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richwood Investment Advisors's PFG Position: Q1 2022 in Review

Richwood Investment Advisors sold out of Principal Financial Group (PFG) in Q1 2022, closing a stake of 162 shares — an estimated $12K sold.

Richwood Investment Advisors first reported a position in PFG in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 686 funds tracked by Wall St. Rank hold PFG as of Q1 2022.

  • Richwood Investment Advisors reported no remaining Principal Financial Group position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 162 Principal Financial Group shares in Q1 2022, an estimated $12K.
  • Richwood Investment Advisors first reported a position in Principal Financial Group in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's Principal Financial Group position peaked at $12K in Q4 2021.
  • 686 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.