Principal Financial Group
PVLA

Principal Financial Group’s Palvella Therapeutics PVLA Stock Holding History

Principal Financial Group’s Portfolio PVLA Stock Details PVLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-141
Closed -$29K – 2665
2021
Q1 		$29K Sell
141
-22
-13% -$4.81K ﹤0.01% 2472
2020
Q4 		$33K Buy
+163
New +$33.9K ﹤0.01% 2404
2018
Q4 		– Sell
-413
Closed -$185K – 2318
2018
Q3 		$185K Buy
413
+8
+2% +$3.48K ﹤0.01% 2181
2018
Q2 		$164K Buy
405
+214
+112% +$102K ﹤0.01% 2183
2018
Q1 		$104K Buy
191
+18
+10% +$11.1K ﹤0.01% 2152
2017
Q4 		$105K Buy
+173
New +$80.4K ﹤0.01% 2184

Other funds holding PVLA

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
ACM
Aquilo Capital Management San Francisco, California $55.8M AUM 41.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Principal Financial Group's PVLA Position: Q2 2021 in Review

Principal Financial Group sold out of Palvella Therapeutics (PVLA) in Q2 2021, closing a stake of 141 shares — an estimated $29K sold.

Principal Financial Group first reported a position in PVLA in Q4 2017 and held it in 6 quarters. The position peaked at $185K in Q3 2018. 73 funds tracked by Wall St. Rank hold PVLA as of Q2 2021.

  • Principal Financial Group reported no remaining Palvella Therapeutics position as of Q2 2021 after selling out during the quarter.
  • Principal Financial Group sold 141 Palvella Therapeutics shares in Q2 2021, an estimated $29K.
  • Principal Financial Group first reported a position in Palvella Therapeutics in Q4 2017 and held it in 6 quarters.
  • Principal Financial Group's Palvella Therapeutics position peaked at $185K in Q3 2018.
  • 73 funds tracked by Wall St. Rank held Palvella Therapeutics as of Q2 2021.

Based on Principal Financial Group's 13F filing for Q2 2021, filed 10 Aug 2021.