RWB
PFG icon

RMR Wealth Builders’s Principal Financial Group PFG Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-506
Closed -$30K – 540
2021
Q1 		$30K Buy
+506
New +$28.2K 0.01% 449

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RMR Wealth Builders's PFG Position: Q2 2021 in Review

RMR Wealth Builders sold out of Principal Financial Group (PFG) in Q2 2021, closing a stake of 506 shares — an estimated $30K sold.

RMR Wealth Builders first reported a position in PFG in Q1 2021 and held it in 1 quarter. The position peaked at $30K in Q1 2021. 613 funds tracked by Wall St. Rank hold PFG as of Q2 2021.

  • RMR Wealth Builders reported no remaining Principal Financial Group position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 506 Principal Financial Group shares in Q2 2021, an estimated $30K.
  • RMR Wealth Builders first reported a position in Principal Financial Group in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Principal Financial Group position peaked at $30K in Q1 2021.
  • 613 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.