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TRUE Private Wealth Advisors’s Principal Financial Group PFG Stock Holding History

TRUE Private 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
-1,046
Closed -$51K – 565
2020
Q4 		$51K Buy
1,046
+3
+0.3% +$137 0.01% 353
2020
Q3 		$42K Buy
1,043
+4
+0.4% +$170 0.01% 345
2020
Q2 		$43K Buy
1,039
+3
+0.3% +$109 0.01% 328
2020
Q1 		$32K Sell
1,036
-18
-2% -$852 0.01% 333
2019
Q4 		$57K Buy
+1,054
New +$57.7K 0.01% 352
2019
Q3 		– Sell
-1,090
Closed -$63K – 576
2019
Q2 		$63K Buy
+1,090
New +$60.1K 0.01% 313
2018
Q4 		– Sell
-838
Closed -$49.1K – 727
2018
Q3 		$49.1K Buy
+838
New +$46.7K 0.01% 466

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