Principal Financial Group
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Principal Financial Group’s BioXcel Therapeutics BTAI Stock Holding History

Principal Financial Group’s Portfolio BTAI Stock Details BTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-310
Closed -$214K – 2606
2021
Q1 		$214K Buy
310
+21
+7% +$16.9K ﹤0.01% 2367
2020
Q4 		$213K Buy
+289
New +$225K ﹤0.01% 2306
2020
Q3 		– Sell
-241
Closed -$204K – 2325
2020
Q2 		$204K Buy
+241
New +$157K ﹤0.01% 2185

Other funds holding BTAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
CCM
CAAS Capital Management New York $934M AUM 1.45% 1-Year Est. Return

Principal Financial Group's BTAI Position: Q2 2021 in Review

Principal Financial Group sold out of BioXcel Therapeutics (BTAI) in Q2 2021, closing a stake of 310 shares — an estimated $214K sold.

Principal Financial Group first reported a position in BTAI in Q2 2020 and held it in 3 quarters. The position peaked at $214K in Q1 2021. 108 funds tracked by Wall St. Rank hold BTAI as of Q2 2021.

  • Principal Financial Group reported no remaining BioXcel Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Principal Financial Group sold 310 BioXcel Therapeutics shares in Q2 2021, an estimated $214K.
  • Principal Financial Group first reported a position in BioXcel Therapeutics in Q2 2020 and held it in 3 quarters.
  • Principal Financial Group's BioXcel Therapeutics position peaked at $214K in Q1 2021.
  • 108 funds tracked by Wall St. Rank held BioXcel Therapeutics as of Q2 2021.

Based on Principal Financial Group's 13F filing for Q2 2021, filed 10 Aug 2021.