Vectors Research Management’s Principal Financial Group PFG Stock Holding History

Vectors Research 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
2022 Q3	–	Sell	-216	Closed	-$14K	–	382
2022 Q2	$14K	Buy	+216	New	+$15.2K	﹤0.01%	317
2021 Q1	–	Sell	-393	Closed	-$19K	–	470
2020 Q4	$19K	Hold	393	–	–	0.01%	275
2020 Q3	$16K	Buy	393 +127	+48%	+$5.41K	0.01%	266
2020 Q2	$11K	Hold	266	–	–	﹤0.01%	291
2020 Q1	$8K	Hold	266	–	–	﹤0.01%	319
2019 Q4	$15K	Hold	266	–	–	0.01%	304
2019 Q3	$15K	Hold	266	–	–	0.01%	253
2019 Q2	$15K	Hold	266	–	–	0.01%	241
2019 Q1	$13K	Buy	+266	New	+$13.2K	0.01%	258
2018 Q4	–	Sell	-75	Closed	-$4K	–	710
2018 Q3	$4K	Buy	+75	New	+$4.18K	﹤0.01%	399

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Vectors Research Management's PFG Position: Q3 2022 in Review

Vectors Research Management sold out of Principal Financial Group (PFG) in Q3 2022, closing a stake of 216 shares — an estimated $14K sold.

Vectors Research Management first reported a position in PFG in Q3 2018 and held it in 10 quarters. The position peaked at $19K in Q4 2020. 705 funds tracked by Wall St. Rank hold PFG as of Q3 2022.

Vectors Research Management reported no remaining Principal Financial Group position as of Q3 2022 after selling out during the quarter.
Vectors Research Management sold 216 Principal Financial Group shares in Q3 2022, an estimated $14K.
Vectors Research Management first reported a position in Principal Financial Group in Q3 2018 and held it in 10 quarters.
Vectors Research Management's Principal Financial Group position peaked at $19K in Q4 2020.
705 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2022.

Based on Vectors Research Management's 13F filing for Q3 2022, filed 8 Nov 2022.