Principal Financial Group
CASA

Principal Financial Group’s Casa Systems, Inc. Common Stock CASA Stock Holding History

Principal Financial Group’s Portfolio CASA Stock Details CASA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-25,629
Closed -$116K – 2676
2022
Q1 		$116K Sell
25,629
-12,937
-34% -$58.9K ﹤0.01% 2415
2021
Q4 		$219K Buy
+38,566
New +$223K ﹤0.01% 2336

Other funds holding CASA

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BSP
Benefit Street Partners New York $69.6M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Principal Financial Group's CASA Position: Q2 2022 in Review

Principal Financial Group sold out of Casa Systems, Inc. Common Stock (CASA) in Q2 2022, closing a stake of 25,629 shares — an estimated $116K sold.

Principal Financial Group first reported a position in CASA in Q4 2021 and held it in 2 quarters. The position peaked at $219K in Q4 2021. 90 funds tracked by Wall St. Rank hold CASA as of Q2 2022.

  • Principal Financial Group reported no remaining Casa Systems, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Principal Financial Group sold 25,629 Casa Systems, Inc. Common Stock shares in Q2 2022, an estimated $116K.
  • Principal Financial Group first reported a position in Casa Systems, Inc. Common Stock in Q4 2021 and held it in 2 quarters.
  • Principal Financial Group's Casa Systems, Inc. Common Stock position peaked at $219K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Casa Systems, Inc. Common Stock as of Q2 2022.

Based on Principal Financial Group's 13F filing for Q2 2022, filed 10 Aug 2022.