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WealthShield Partners’s Principal Financial Group PFG Stock Holding History

WealthShield 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
Q3 		– Sell
-601
Closed -$38K – 585
2021
Q2 		$38K Hold
601
– – 0.01% 528
2021
Q1 		$36K Buy
+601
New +$33.5K 0.01% 525

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
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

WealthShield Partners's PFG Position: Q3 2021 in Review

WealthShield Partners sold out of Principal Financial Group (PFG) in Q3 2021, closing a stake of 601 shares — an estimated $38K sold.

WealthShield Partners first reported a position in PFG in Q1 2021 and held it in 2 quarters. The position peaked at $38K in Q2 2021. 621 funds tracked by Wall St. Rank hold PFG as of Q3 2021.

  • WealthShield Partners reported no remaining Principal Financial Group position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 601 Principal Financial Group shares in Q3 2021, an estimated $38K.
  • WealthShield Partners first reported a position in Principal Financial Group in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Principal Financial Group position peaked at $38K in Q2 2021.
  • 621 funds tracked by Wall St. Rank held Principal Financial Group as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.