Principal Financial Group
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Principal Financial Group’s Atara Biotherapeutics ATRA Stock Holding History

Principal Financial Group’s Portfolio ATRA Stock Details ATRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,064
Closed -$18.5K – 2376
2024
Q1 		$18.5K Sell
1,064
-268
-20% -$4.76K ﹤0.01% 2413
2023
Q4 		$17.1K Sell
1,332
-87
-6% -$2.03K ﹤0.01% 2390
2023
Q3 		$52.5K Buy
1,419
+216
+18% +$9.61K ﹤0.01% 2345
2023
Q2 		$48.4K Buy
1,203
+133
+12% +$7.52K ﹤0.01% 2361
2023
Q1 		$77.6K Buy
1,070
+131
+14% +$12.7K ﹤0.01% 2331
2022
Q4 		$77K Buy
939
+123
+15% +$12.8K ﹤0.01% 2336
2022
Q3 		$77K Buy
816
+175
+27% +$19.7K ﹤0.01% 2373
2022
Q2 		$124K Buy
+641
New +$105K ﹤0.01% 2367
2022
Q1 		– Sell
-406
Closed -$160K – 2544
2021
Q4 		$160K Sell
406
-252
-38% -$106K ﹤0.01% 2396
2021
Q3 		$294K Sell
658
-107
-14% -$38.3K ﹤0.01% 2311
2021
Q2 		$297K Sell
765
-470
-38% -$168K ﹤0.01% 2357
2021
Q1 		$443K Buy
1,235
+6
+0.5% +$2.65K ﹤0.01% 2185
2020
Q4 		$603K Buy
1,229
+788
+179% +$364K ﹤0.01% 2069
2020
Q3 		$143K Sell
441
-21
-5% -$7.15K ﹤0.01% 2241
2020
Q2 		$168K Buy
+462
New +$117K ﹤0.01% 2209
2019
Q2 		– Sell
-503
Closed -$501K – 2230
2019
Q1 		$501K Buy
503
+243
+93% +$226K ﹤0.01% 1937
2018
Q4 		$226K Sell
260
-291
-53% -$270K ﹤0.01% 2100
2018
Q3 		$570K Buy
551
+80
+17% +$78.2K ﹤0.01% 1941
2018
Q2 		$433K Buy
471
+251
+114% +$270K ﹤0.01% 1991
2018
Q1 		$214K Buy
+220
New +$200K ﹤0.01% 2093

Other funds holding ATRA

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Boxer Capital San Diego, California $2.04B AUM 108.39% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

Principal Financial Group's ATRA Position: Q2 2024 in Review

Principal Financial Group sold out of Atara Biotherapeutics (ATRA) in Q2 2024, closing a stake of 1,064 shares — an estimated $18.5K sold.

Principal Financial Group first reported a position in ATRA in Q1 2018 and held it in 20 quarters. The position peaked at $603K in Q4 2020. 48 funds tracked by Wall St. Rank hold ATRA as of Q2 2024.

  • Principal Financial Group reported no remaining Atara Biotherapeutics position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 1,064 Atara Biotherapeutics shares in Q2 2024, an estimated $18.5K.
  • Principal Financial Group first reported a position in Atara Biotherapeutics in Q1 2018 and held it in 20 quarters.
  • Principal Financial Group's Atara Biotherapeutics position peaked at $603K in Q4 2020.
  • 48 funds tracked by Wall St. Rank held Atara Biotherapeutics as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.