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Wealthcare Advisory Partners’s Principal Financial Group PFG Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-429
Closed -$26K – 1475
2021
Q1 		$26K Buy
+429
New +$23.9K ﹤0.01% 1108
2020
Q2 		– Sell
-16
Closed -$1K – 1063
2020
Q1 		$1K Buy
+16
New +$757 ﹤0.01% 1423

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthcare Advisory Partners's PFG Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Principal Financial Group (PFG) in Q2 2021, closing a stake of 429 shares — an estimated $26K sold.

Wealthcare Advisory Partners first reported a position in PFG in Q1 2020 and held it in 2 quarters. The position peaked at $26K in Q1 2021. 613 funds tracked by Wall St. Rank hold PFG as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Principal Financial Group position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 429 Principal Financial Group shares in Q2 2021, an estimated $26K.
  • Wealthcare Advisory Partners first reported a position in Principal Financial Group in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Principal Financial Group position peaked at $26K in Q1 2021.
  • 613 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.