Wealthcare Capital Management’s Principal Financial Group PFG Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-63	Closed	-$4K	–	507
2021 Q1	$4K	Buy	+63	New	+$3.51K	﹤0.01%	439
2020 Q2	–	Sell	-25	Closed	-$1K	–	193
2020 Q1	$1K	Sell	25 -40	-62%	-$1.89K	﹤0.01%	238
2019 Q4	$4K	Buy	65 +40	+160%	+$2.19K	﹤0.01%	322
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	182
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	175
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	182
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	179
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	183
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	185
2018 Q1	$2K	Hold	25	–	–	﹤0.01%	179
2017 Q4	$2K	Hold	25	–	–	﹤0.01%	201
2017 Q3	$2K	Hold	25	–	–	﹤0.01%	164
2017 Q2	$2K	Hold	25	–	–	﹤0.01%	157
2017 Q1	$2K	Hold	25	–	–	﹤0.01%	161
2016 Q4	$1K	Hold	25	–	–	﹤0.01%	172
2016 Q3	$1K	Hold	25	–	–	﹤0.01%	185
2016 Q2	$1K	Hold	25	–	–	﹤0.01%	187
2016 Q1	$1K	Hold	25	–	–	﹤0.01%	196
2015 Q4	$1K	Hold	25	–	–	﹤0.01%	206
2015 Q3	$1K	Sell	25 -177	-88%	-$9.17K	﹤0.01%	227
2015 Q2	$10K	Sell	202 -1,230	-86%	-$63.8K	﹤0.01%	206
2015 Q1	$74K	Buy	+1,432	New	+$72K	0.01%	188

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

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

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

Wealthcare Capital Management's PFG Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Principal Financial Group (PFG) in Q2 2021, closing a stake of 63 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in PFG in Q1 2015 and held it in 22 quarters. The position peaked at $74K in Q1 2015. 614 funds tracked by Wall St. Rank hold PFG as of Q2 2021.

Wealthcare Capital Management reported no remaining Principal Financial Group position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 63 Principal Financial Group shares in Q2 2021, an estimated $4K.
Wealthcare Capital Management first reported a position in Principal Financial Group in Q1 2015 and held it in 22 quarters.
Wealthcare Capital Management's Principal Financial Group position peaked at $74K in Q1 2015.
614 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2021.

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