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

Ropes 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
-517
Closed -$26K – 628
2020
Q4 		$26K Buy
517
+7
+1% +$321 ﹤0.01% 458
2020
Q3 		$21K Hold
510
– – ﹤0.01% 432
2020
Q2 		$21K Sell
510
-210
-29% -$7.66K ﹤0.01% 390
2020
Q1 		$23K Sell
720
-3,855
-84% -$182K 0.01% 354
2019
Q4 		$252K Sell
4,575
-88
-2% -$4.82K 0.05% 189
2019
Q3 		$266K Sell
4,663
-46
-1% -$2.59K 0.06% 193
2019
Q2 		$273K Buy
4,709
+239
+5% +$13.2K 0.06% 197
2019
Q1 		$224K Buy
4,470
+390
+10% +$19.3K 0.06% 206
2018
Q4 		$180K Sell
4,080
-577
-12% -$28.4K 0.05% 215
2018
Q3 		$273K Buy
4,657
+611
+15% +$34.1K 0.07% 196
2018
Q2 		$214K Buy
4,046
+910
+29% +$52.9K 0.06% 218
2018
Q1 		$191K Buy
+3,136
New +$206K 0.05% 221
2016
Q3 		– Sell
-88
Closed -$4K – 490
2016
Q2 		$4K Buy
+88
New +$3.71K ﹤0.01% 414

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

Ropes Wealth Advisors's PFG Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Principal Financial Group (PFG) in Q1 2021, closing a stake of 517 shares — an estimated $26K sold.

Ropes Wealth Advisors first reported a position in PFG in Q2 2016 and held it in 13 quarters. The position peaked at $273K in Q2 2019. 645 funds tracked by Wall St. Rank hold PFG as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Principal Financial Group position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 517 Principal Financial Group shares in Q1 2021, an estimated $26K.
  • Ropes Wealth Advisors first reported a position in Principal Financial Group in Q2 2016 and held it in 13 quarters.
  • Ropes Wealth Advisors's Principal Financial Group position peaked at $273K in Q2 2019.
  • 645 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.