Principal Financial Group
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Principal Financial Group’s Phathom Pharmaceuticals PHAT Stock Holding History

Principal Financial Group’s Portfolio PHAT Stock Details PHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,783
Closed -$115K – 2432
2024
Q1 		$115K Sell
10,783
-802
-7% -$6.81K ﹤0.01% 2255
2023
Q4 		$106K Sell
11,585
-216
-2% -$1.86K ﹤0.01% 2267
2023
Q3 		$122K Buy
11,801
+1,259
+12% +$17.3K ﹤0.01% 2249
2023
Q2 		$151K Buy
+10,542
New +$122K ﹤0.01% 2223

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return
CG
Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

Principal Financial Group's PHAT Position: Q2 2024 in Review

Principal Financial Group sold out of Phathom Pharmaceuticals (PHAT) in Q2 2024, closing a stake of 10,783 shares — an estimated $115K sold.

Principal Financial Group first reported a position in PHAT in Q2 2023 and held it in 4 quarters. The position peaked at $151K in Q2 2023. 114 funds tracked by Wall St. Rank hold PHAT as of Q2 2024.

  • Principal Financial Group reported no remaining Phathom Pharmaceuticals position as of Q2 2024 after selling out during the quarter.
  • Principal Financial Group sold 10,783 Phathom Pharmaceuticals shares in Q2 2024, an estimated $115K.
  • Principal Financial Group first reported a position in Phathom Pharmaceuticals in Q2 2023 and held it in 4 quarters.
  • Principal Financial Group's Phathom Pharmaceuticals position peaked at $151K in Q2 2023.
  • 114 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.