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Tennessee Valley Asset Management Partners’s Principal Financial Group PFG Stock Holding History

Tennessee Valley Asset Management Partners’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
2024
Q1 		– Sell
-204
Closed -$16K – 554
2023
Q4 		$16K Buy
+204
New +$14.8K ﹤0.01% 378

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Tennessee Valley Asset Management Partners's PFG Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Principal Financial Group (PFG) in Q1 2024, closing a stake of 204 shares — an estimated $16K sold.

Tennessee Valley Asset Management Partners first reported a position in PFG in Q4 2023 and held it in 1 quarter. The position peaked at $16K in Q4 2023. 765 funds tracked by Wall St. Rank hold PFG as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Principal Financial Group position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 204 Principal Financial Group shares in Q1 2024, an estimated $16K.
  • Tennessee Valley Asset Management Partners first reported a position in Principal Financial Group in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Principal Financial Group position peaked at $16K in Q4 2023.
  • 765 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.