Principal Financial Group
PAVM icon

Principal Financial Group’s PAVmed PAVM Stock Holding History

Principal Financial Group’s Portfolio PAVM Stock Details PAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-30
Closed -$18K – 2614
2022
Q1 		$18K Sell
30
-20
-40% -$14.9K ﹤0.01% 2526
2021
Q4 		$56K Buy
50
+16
+47% +$34.8K ﹤0.01% 2475
2021
Q3 		$129K Buy
34
+8
+31% +$25.2K ﹤0.01% 2477
2021
Q2 		$74K Sell
26
-4
-13% -$9.45K ﹤0.01% 2551
2021
Q1 		$59K Buy
+30
New +$45.1K ﹤0.01% 2450

Other funds holding PAVM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Principal Financial Group sold out of PAVmed (PAVM) in Q2 2022, closing a stake of 30 shares — an estimated $18K sold.

Principal Financial Group first reported a position in PAVM in Q1 2021 and held it in 5 quarters. The position peaked at $129K in Q3 2021. 73 funds tracked by Wall St. Rank hold PAVM as of Q2 2022.

  • Principal Financial Group reported no remaining PAVmed position as of Q2 2022 after selling out during the quarter.
  • Principal Financial Group sold 30 PAVmed shares in Q2 2022, an estimated $18K.
  • Principal Financial Group first reported a position in PAVmed in Q1 2021 and held it in 5 quarters.
  • Principal Financial Group's PAVmed position peaked at $129K in Q3 2021.
  • 73 funds tracked by Wall St. Rank held PAVmed as of Q2 2022.

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