Principal Financial Group
OTLK icon

Principal Financial Group’s Outlook Therapeutics OTLK Stock Holding History

Principal Financial Group’s Portfolio OTLK Stock Details OTLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-967
Closed -$7.62K – 2476
2023
Q4 		$7.62K Buy
967
+126
+15% +$1.06K ﹤0.01% 2414
2023
Q3 		$3.72K Sell
841
-75
-8% -$1.66K ﹤0.01% 2436
2023
Q2 		$31.9K Buy
916
+69
+8% +$1.88K ﹤0.01% 2388
2023
Q1 		$18.5K Buy
847
+134
+19% +$3K ﹤0.01% 2429
2022
Q4 		$15.4K Sell
713
-166
-19% -$3.61K ﹤0.01% 2411
2022
Q3 		$21K Sell
879
-65
-7% -$1.51K ﹤0.01% 2457
2022
Q2 		$19K Sell
944
-1,083
-53% -$31.1K ﹤0.01% 2496
2022
Q1 		$72K Buy
2,027
+193
+11% +$6.03K ﹤0.01% 2459
2021
Q4 		$50K Buy
1,834
+883
+93% +$31.5K ﹤0.01% 2480
2021
Q3 		$41K Buy
951
+251
+36% +$12.1K ﹤0.01% 2545
2021
Q2 		$35K Buy
+700
New +$32.5K ﹤0.01% 2592

Other funds holding OTLK

TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
GPP
Great Point Partners Greenwich, Connecticut $435M AUM 318.81% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Principal Financial Group's OTLK Position: Q1 2024 in Review

Principal Financial Group sold out of Outlook Therapeutics (OTLK) in Q1 2024, closing a stake of 967 shares — an estimated $7.62K sold.

Principal Financial Group first reported a position in OTLK in Q2 2021 and held it in 11 quarters. The position peaked at $72K in Q1 2022. 56 funds tracked by Wall St. Rank hold OTLK as of Q1 2024.

  • Principal Financial Group reported no remaining Outlook Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Principal Financial Group sold 967 Outlook Therapeutics shares in Q1 2024, an estimated $7.62K.
  • Principal Financial Group first reported a position in Outlook Therapeutics in Q2 2021 and held it in 11 quarters.
  • Principal Financial Group's Outlook Therapeutics position peaked at $72K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q1 2024.

Based on Principal Financial Group's 13F filing for Q1 2024, filed 29 Apr 2024.