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

BlackRock New York $6.73T AUM 46.02% 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 $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TRUE Private Wealth Advisors's PFG Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Principal Financial Group (PFG) in Q1 2021, closing a stake of 1,046 shares — an estimated $51K sold.

TRUE Private Wealth Advisors first reported a position in PFG in Q3 2018 and held it in 7 quarters. The position peaked at $63K in Q2 2019. 646 funds tracked by Wall St. Rank hold PFG as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Principal Financial Group position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,046 Principal Financial Group shares in Q1 2021, an estimated $51K.
TRUE Private Wealth Advisors first reported a position in Principal Financial Group in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Principal Financial Group position peaked at $63K in Q2 2019.
646 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2021.

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