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Wealthspire Advisors (Maryland)’s Principal Financial Group PFG Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q1 		– Sell
-3,935
Closed -$216K – 486
2019
Q4 		$216K Buy
+3,935
New +$215K 0.01% 455
2019
Q2 		– Sell
-3,057
Closed -$153K – 1573
2019
Q1 		$153K Buy
3,057
+86
+3% +$4.26K 0.01% 506
2018
Q4 		$131K Buy
2,971
+616
+26% +$30.3K 0.01% 520
2018
Q3 		$138K Sell
2,355
-1,423
-38% -$79.3K 0.01% 563
2018
Q2 		$200K Sell
3,778
-495
-12% -$28.8K 0.02% 464
2018
Q1 		$260K Buy
4,273
+224
+6% +$14.7K 0.02% 398
2017
Q4 		$286K Sell
4,049
-749
-16% -$51.6K 0.03% 381
2017
Q3 		$309K Sell
4,798
-459
-9% -$29.5K 0.03% 352
2017
Q2 		$337K Sell
5,257
-1,990
-27% -$126K 0.04% 320
2017
Q1 		$457K Sell
7,247
-431
-6% -$26.3K 0.07% 199
2016
Q4 		$444K Sell
7,678
-473
-6% -$26.5K 0.07% 193
2016
Q3 		$420K Buy
8,151
+335
+4% +$15.7K 0.07% 202
2016
Q2 		$321K Buy
7,816
+277
+4% +$11.7K 0.05% 240
2016
Q1 		$297K Sell
7,539
-1,286
-15% -$49.5K 0.05% 259
2015
Q4 		$397K Buy
+8,825
New +$431K 0.07% 195

Other funds holding PFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PFG Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Principal Financial Group (PFG) in Q1 2020, closing a stake of 3,935 shares — an estimated $216K sold.

Wealthspire Advisors (Maryland) first reported a position in PFG in Q4 2015 and held it in 15 quarters. The position peaked at $457K in Q1 2017. 565 funds tracked by Wall St. Rank hold PFG as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Principal Financial Group position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,935 Principal Financial Group shares in Q1 2020, an estimated $216K.
  • Wealthspire Advisors (Maryland) first reported a position in Principal Financial Group in Q4 2015 and held it in 15 quarters.
  • Wealthspire Advisors (Maryland)'s Principal Financial Group position peaked at $457K in Q1 2017.
  • 565 funds tracked by Wall St. Rank held Principal Financial Group as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.