Principal Financial Group
WE

Principal Financial Group’s WeWork Inc. WE Stock Holding History

Principal Financial Group’s Portfolio WE Stock Details WE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-509
Closed -$15.8K – 2531
2023
Q1 		$15.8K Hold
509
– – ﹤0.01% 2431
2022
Q4 		$29.1K Buy
509
+144
+39% +$13.5K ﹤0.01% 2388
2022
Q3 		$39K Buy
365
+28
+8% +$5.04K ﹤0.01% 2426
2022
Q2 		$68K Buy
+337
New +$86.8K ﹤0.01% 2439

Other funds holding WE

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SA
Sycale Advisors New York $201M AUM 2.35% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Principal Financial Group's WE Position: Q2 2023 in Review

Principal Financial Group sold out of WeWork Inc. (WE) in Q2 2023, closing a stake of 509 shares — an estimated $15.8K sold.

Principal Financial Group first reported a position in WE in Q2 2022 and held it in 4 quarters. The position peaked at $68K in Q2 2022. 131 funds tracked by Wall St. Rank hold WE as of Q2 2023.

  • Principal Financial Group reported no remaining WeWork Inc. position as of Q2 2023 after selling out during the quarter.
  • Principal Financial Group sold 509 WeWork Inc. shares in Q2 2023, an estimated $15.8K.
  • Principal Financial Group first reported a position in WeWork Inc. in Q2 2022 and held it in 4 quarters.
  • Principal Financial Group's WeWork Inc. position peaked at $68K in Q2 2022.
  • 131 funds tracked by Wall St. Rank held WeWork Inc. as of Q2 2023.

Based on Principal Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.