Principal Financial Group
SBDS

Principal Financial Group’s Solo Brands Inc SBDS Stock Holding History

Principal Financial Group’s Portfolio SBDS Stock Details SBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-535
Closed -$48.8K – 2450
2024
Q2 		$48.8K Buy
535
+43
+9% +$3.39K ﹤0.01% 2284
2024
Q1 		$42.7K Buy
+492
New +$56.5K ﹤0.01% 2356

Other funds holding SBDS

SP
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American Century Companies
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Principal Financial Group's SBDS Position: Q3 2024 in Review

Principal Financial Group sold out of Solo Brands Inc (SBDS) in Q3 2024, closing a stake of 535 shares — an estimated $48.8K sold.

Principal Financial Group first reported a position in SBDS in Q1 2024 and held it in 2 quarters. The position peaked at $48.8K in Q2 2024. 90 funds tracked by Wall St. Rank hold SBDS as of Q3 2024.

  • Principal Financial Group reported no remaining Solo Brands Inc position as of Q3 2024 after selling out during the quarter.
  • Principal Financial Group sold 535 Solo Brands Inc shares in Q3 2024, an estimated $48.8K.
  • Principal Financial Group first reported a position in Solo Brands Inc in Q1 2024 and held it in 2 quarters.
  • Principal Financial Group's Solo Brands Inc position peaked at $48.8K in Q2 2024.
  • 90 funds tracked by Wall St. Rank held Solo Brands Inc as of Q3 2024.

Based on Principal Financial Group's 13F filing for Q3 2024, filed 31 Oct 2024.