Principal Financial Group
IVVD icon

Principal Financial Group’s Invivyd IVVD Stock Holding History

Principal Financial Group’s Portfolio IVVD Stock Details IVVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-24,217
Closed -$29.1K – 2458
2023
Q1 		$29.1K Buy
24,217
+478
+2% +$872 ﹤0.01% 2407
2022
Q4 		$35.6K Buy
+23,739
New +$66K ﹤0.01% 2382

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6CM
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SPC
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Vanguard Group
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MC
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Citigroup
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BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Principal Financial Group's IVVD Position: Q2 2023 in Review

Principal Financial Group sold out of Invivyd (IVVD) in Q2 2023, closing a stake of 24,217 shares — an estimated $29.1K sold.

Principal Financial Group first reported a position in IVVD in Q4 2022 and held it in 2 quarters. The position peaked at $35.6K in Q4 2022. 57 funds tracked by Wall St. Rank hold IVVD as of Q2 2023.

  • Principal Financial Group reported no remaining Invivyd position as of Q2 2023 after selling out during the quarter.
  • Principal Financial Group sold 24,217 Invivyd shares in Q2 2023, an estimated $29.1K.
  • Principal Financial Group first reported a position in Invivyd in Q4 2022 and held it in 2 quarters.
  • Principal Financial Group's Invivyd position peaked at $35.6K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held Invivyd as of Q2 2023.

Based on Principal Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.