Principal Financial Group
VIA

Principal Financial Group’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Principal Financial Group’s Portfolio VIA Stock Details VIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,187
Closed -$417K – 2667
2021
Q3 		$417K Sell
8,187
-61
-0.7% -$3.38K ﹤0.01% 2222
2021
Q2 		$467K Buy
+8,248
New +$440K ﹤0.01% 2233
2017
Q4 		– Sell
-3,411
Closed -$256K – 2278
2017
Q3 		$256K Hold
3,411
– – ﹤0.01% 2054
2017
Q2 		$321K Buy
+3,411
New +$330K ﹤0.01% 2037

Other funds holding VIA

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Principal Financial Group's VIA Position: Q4 2021 in Review

Principal Financial Group sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q4 2021, closing a stake of 8,187 shares — an estimated $417K sold.

Principal Financial Group first reported a position in VIA in Q2 2017 and held it in 4 quarters. The position peaked at $467K in Q2 2021. 68 funds tracked by Wall St. Rank hold VIA as of Q4 2021.

  • Principal Financial Group reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
  • Principal Financial Group sold 8,187 Via Renewables, Inc. Class A Common Stock shares in Q4 2021, an estimated $417K.
  • Principal Financial Group first reported a position in Via Renewables, Inc. Class A Common Stock in Q2 2017 and held it in 4 quarters.
  • Principal Financial Group's Via Renewables, Inc. Class A Common Stock position peaked at $467K in Q2 2021.
  • 68 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q4 2021.

Based on Principal Financial Group's 13F filing for Q4 2021, filed 9 Feb 2022.