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tru Independence’s Principal Financial Group PFG Stock Holding History

tru Independence’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
Q3 		– Sell
-769
Closed -$48K – 305
2021
Q2 		$48K Buy
+769
New +$49.2K 0.01% 211
2021
Q1 		– Sell
-783
Closed -$39 – 595
2020
Q4 		$39 Sell
783
-42
-5% -$1.92K ﹤0.01% 500
2020
Q3 		$33K Sell
825
-353
-30% -$15K 0.01% 231
2020
Q2 		$49 Hold
1,178
– – 0.01% 378
2020
Q1 		$37 Hold
1,178
– – 0.01% 325
2019
Q4 		$37K Buy
+1,178
New +$64.5K 0.01% 406

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
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

tru Independence's PFG Position: Q3 2021 in Review

tru Independence sold out of Principal Financial Group (PFG) in Q3 2021, closing a stake of 769 shares — an estimated $48K sold.

tru Independence first reported a position in PFG in Q4 2019 and held it in 6 quarters. The position peaked at $48K in Q2 2021. 621 funds tracked by Wall St. Rank hold PFG as of Q3 2021.

  • tru Independence reported no remaining Principal Financial Group position as of Q3 2021 after selling out during the quarter.
  • tru Independence sold 769 Principal Financial Group shares in Q3 2021, an estimated $48K.
  • tru Independence first reported a position in Principal Financial Group in Q4 2019 and held it in 6 quarters.
  • tru Independence's Principal Financial Group position peaked at $48K in Q2 2021.
  • 621 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.