Principal Financial Group
CNVY

Principal Financial Group’s Convey Health Solutions Holdings, Inc. CNVY Stock Holding History

Principal Financial Group’s Portfolio CNVY Stock Details CNVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-12,238
Closed -$80K – 2705
2022
Q1 		$80K Sell
12,238
-6,131
-33% -$40.5K ﹤0.01% 2451
2021
Q4 		$154K Buy
+18,369
New +$135K ﹤0.01% 2405

Other funds holding CNVY

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

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

Principal Financial Group sold out of Convey Health Solutions Holdings, Inc. (CNVY) in Q2 2022, closing a stake of 12,238 shares — an estimated $80K sold.

Principal Financial Group first reported a position in CNVY in Q4 2021 and held it in 2 quarters. The position peaked at $154K in Q4 2021. 60 funds tracked by Wall St. Rank hold CNVY as of Q2 2022.

  • Principal Financial Group reported no remaining Convey Health Solutions Holdings, Inc. position as of Q2 2022 after selling out during the quarter.
  • Principal Financial Group sold 12,238 Convey Health Solutions Holdings, Inc. shares in Q2 2022, an estimated $80K.
  • Principal Financial Group first reported a position in Convey Health Solutions Holdings, Inc. in Q4 2021 and held it in 2 quarters.
  • Principal Financial Group's Convey Health Solutions Holdings, Inc. position peaked at $154K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Convey Health Solutions Holdings, Inc. as of Q2 2022.

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