Principal Financial Group’s Altus Power AMPS Stock Holding History

Principal Financial Group’s Portfolio AMPS Stock Details AMPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,343	Closed	-$56.7K	–	2510
2023 Q1	$56.7K	Buy	+10,343	New	+$72.6K	﹤0.01%	2364

Other funds holding AMPS

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $4.73B AUM 58.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group's AMPS Position: Q2 2023 in Review

Principal Financial Group sold out of Altus Power (AMPS) in Q2 2023, closing a stake of 10,343 shares — an estimated $56.7K sold.

Principal Financial Group first reported a position in AMPS in Q1 2023 and held it in 1 quarter. The position peaked at $56.7K in Q1 2023. 117 funds tracked by Wall St. Rank hold AMPS as of Q2 2023.

Principal Financial Group reported no remaining Altus Power position as of Q2 2023 after selling out during the quarter.
Principal Financial Group sold 10,343 Altus Power shares in Q2 2023, an estimated $56.7K.
Principal Financial Group first reported a position in Altus Power in Q1 2023 and held it in 1 quarter.
Principal Financial Group's Altus Power position peaked at $56.7K in Q1 2023.
117 funds tracked by Wall St. Rank held Altus Power as of Q2 2023.

Based on Principal Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.