Principal Financial Group
BTRS

Principal Financial Group’s BTRS Holdings Inc. Class 1 Common Stock BTRS Stock Holding History

Principal Financial Group’s Portfolio BTRS Stock Details BTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-14,602
Closed -$135K – 2592
2022
Q3 		$135K Sell
14,602
-962
-6% -$6.23K ﹤0.01% 2271
2022
Q2 		$78K Sell
15,564
-1,701
-10% -$9.78K ﹤0.01% 2423
2022
Q1 		$129K Buy
17,265
+6,093
+55% +$39.4K ﹤0.01% 2403
2021
Q4 		$87K Sell
11,172
-2,404
-18% -$20.8K ﹤0.01% 2451
2021
Q3 		$144K Buy
+13,576
New +$157K ﹤0.01% 2467

Principal Financial Group's BTRS Position: Q4 2022 in Review

Principal Financial Group sold out of BTRS Holdings Inc. Class 1 Common Stock (BTRS) in Q4 2022, closing a stake of 14,602 shares — an estimated $135K sold.

Principal Financial Group first reported a position in BTRS in Q3 2021 and held it in 5 quarters. The position peaked at $144K in Q3 2021. 0 funds tracked by Wall St. Rank hold BTRS as of Q4 2022.

  • Principal Financial Group reported no remaining BTRS Holdings Inc. Class 1 Common Stock position as of Q4 2022 after selling out during the quarter.
  • Principal Financial Group sold 14,602 BTRS Holdings Inc. Class 1 Common Stock shares in Q4 2022, an estimated $135K.
  • Principal Financial Group first reported a position in BTRS Holdings Inc. Class 1 Common Stock in Q3 2021 and held it in 5 quarters.
  • Principal Financial Group's BTRS Holdings Inc. Class 1 Common Stock position peaked at $144K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held BTRS Holdings Inc. Class 1 Common Stock as of Q4 2022.

Based on Principal Financial Group's 13F filing for Q4 2022, filed 9 Feb 2023.