TD Ameritrade Investment Management’s Principal Financial Group PFG Stock Holding History

TD Ameritrade Investment Management’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	-835	Closed	-$34K	–	686
2021 Q3	$34K	Buy	835 +717	+608%	+$46K	﹤0.01%	357
2021 Q2	$7K	Sell	118 -620	-84%	-$39.6K	﹤0.01%	501
2021 Q1	$37K	Hold	738	–	–	﹤0.01%	359
2020 Q4	$37K	Sell	738 -97	-12%	-$4.44K	﹤0.01%	359
2020 Q3	$34K	Sell	835 -86	-9%	-$3.67K	﹤0.01%	357
2020 Q2	$38K	Buy	921 +43	+5%	+$1.57K	﹤0.01%	340
2020 Q1	$28K	Sell	878 -75	-8%	-$3.55K	﹤0.01%	341
2019 Q4	$52K	Buy	953 +27	+3%	+$1.48K	﹤0.01%	310
2019 Q3	$53K	Buy	926 +169	+22%	+$9.51K	﹤0.01%	281
2019 Q2	$44K	Buy	757 +331	+78%	+$18.2K	﹤0.01%	274
2019 Q1	$21K	Sell	426 -544	-56%	-$27K	﹤0.01%	311
2018 Q4	$43K	Buy	970 +43	+5%	+$2.12K	﹤0.01%	243
2018 Q3	$54K	Buy	927 +431	+87%	+$24K	﹤0.01%	206
2018 Q2	$26K	Buy	+496	New	+$28.8K	﹤0.01%	173

Other funds holding PFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Ameritrade Investment Management's PFG Position: Q4 2021 in Review

TD Ameritrade Investment Management sold out of Principal Financial Group (PFG) in Q4 2021, closing a stake of 835 shares — an estimated $34K sold.

TD Ameritrade Investment Management first reported a position in PFG in Q2 2018 and held it in 14 quarters. The position peaked at $54K in Q3 2018. 663 funds tracked by Wall St. Rank hold PFG as of Q4 2021.

TD Ameritrade Investment Management reported no remaining Principal Financial Group position as of Q4 2021 after selling out during the quarter.
TD Ameritrade Investment Management sold 835 Principal Financial Group shares in Q4 2021, an estimated $34K.
TD Ameritrade Investment Management first reported a position in Principal Financial Group in Q2 2018 and held it in 14 quarters.
TD Ameritrade Investment Management's Principal Financial Group position peaked at $54K in Q3 2018.
663 funds tracked by Wall St. Rank held Principal Financial Group as of Q4 2021.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.