Wealthfront Advisers LLC Principal Financial Group Inc Transaction History

Wealthfront Advisers LLC

$32.2 Billion
Q3 2024

A detailed history of Wealthfront Advisers LLC transactions in Principal Financial Group Inc stock. As of the latest transaction made, Wealthfront Advisers LLC holds 56,638 shares of PFG stock, worth $4.38 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

56,638

Previous 56,860 0.39%

Holding current value

$4.38 Million

Previous $4.46 Million 9.08%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$72.94 - $87.46 $16,192 - $19,416	-222 Reduced 0.39%	56,638 $4.87 Million
Q2 2024 Aug 14, 2024	BUY	$76.66 - $86.01 $833,984 - $935,702	10,879 Added 23.66%	56,860 $4.46 Million
Q1 2024 Apr 19, 2024	SELL	$77.2 - $86.31 $82,372 - $92,092	-1,067 Reduced 2.27%	45,981 $3.97 Million
Q4 2023 Feb 09, 2024	SELL	$66.88 - $79.58 $336,005 - $399,809	-5,024 Reduced 9.65%	47,048 $3.7 Million
Q3 2023 Nov 01, 2023	SELL	$72.0 - $84.1 $151,704 - $177,198	-2,107 Reduced 3.89%	52,072 $3.75 Million
Q2 2023 Aug 07, 2023	SELL	$65.46 - $77.11 $366,706 - $431,970	-5,602 Reduced 9.37%	54,179 $4.11 Million
Q1 2023 Apr 28, 2023	SELL	$69.69 - $93.39 $364,966 - $489,083	-5,237 Reduced 8.05%	59,781 $4.44 Million
Q4 2022 Feb 10, 2023	SELL	$75.39 - $95.0 $207,699 - $261,725	-2,755 Reduced 4.07%	65,018 $5.46 Million
Q3 2022 Nov 14, 2022	SELL	$61.13 - $79.78 $89,249 - $116,478	-1,460 Reduced 2.11%	67,773 $4.89 Million
Q2 2022 Jul 20, 2022	BUY	$62.84 - $76.21 $329,470 - $399,569	5,243 Added 8.19%	69,233 $4.62 Million
Q1 2022 May 16, 2022	SELL	$64.37 - $78.95 $550,942 - $675,733	-8,559 Reduced 11.8%	63,990 $4.7 Million
Q4 2021 Jan 21, 2022	BUY	$65.12 - $73.93 $510,866 - $579,980	7,845 Added 12.12%	72,549 $5.25 Million
Q3 2021 Nov 15, 2021	BUY	$59.2 - $68.12 $780,492 - $898,094	13,184 Added 25.59%	64,704 $4.17 Million
Q2 2021 Aug 16, 2021	BUY	$59.74 - $66.87 $234,479 - $262,464	3,925 Added 8.25%	51,520 $3.26 Million
Q1 2021 May 14, 2021	BUY	$48.31 - $61.55 $298,507 - $380,317	6,179 Added 14.92%	47,595 $2.85 Million
Q4 2020 Feb 16, 2021	BUY	$38.25 - $52.6 $135,978 - $186,993	3,555 Added 9.39%	41,416 $2.06 Million
Q3 2020 Nov 16, 2020	BUY	$37.79 - $46.18 $187,665 - $229,329	4,966 Added 15.1%	37,861 $1.53 Million
Q2 2020 Aug 14, 2020	BUY	$26.41 - $48.72 $868,756 - $1.6 Million	32,895 New	32,895 $1.37 Million
Q1 2020 May 15, 2020	SELL	$24.16 - $57.08 $792,907 - $1.87 Million	-32,819 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$52.35 - $57.4 $3,926 - $4,305	75 Added 0.23%	32,819 $1.81 Million
Q3 2019 Oct 15, 2019	SELL	$52.18 - $60.68 $545,385 - $634,227	-10,452 Reduced 24.2%	32,744 $1.87 Million
Q2 2019 Aug 13, 2019	BUY	$51.57 - $57.92 $496,567 - $557,711	9,629 Added 28.69%	43,196 $2.5 Million
Q1 2019 May 13, 2019	BUY	$43.39 - $53.09 $408,777 - $500,160	9,421 Added 39.02%	33,567 $1.69 Million
Q4 2018 Feb 14, 2019	BUY	$41.08 - $60.65 $991,917 - $1.46 Million	24,146 New	24,146 $1.07 Million

Others Institutions Holding PFG

# of Institutions

836

Shares Held

159M

Call Options Held

177K

Put Options Held

119K

View Full List

About PRINCIPAL FINANCIAL GROUP INC

Ticker PFG
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 249,236,992
Market Cap $19.3B
Description
Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments. The Retirement and In...

More about PFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthfront Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthfront Advisers LLC with notifications on news.

Account

Wealthfront Advisers LLC Principal Financial Group Inc Transaction History