PWP
ITRM

Principle Wealth Partners’s Iterum Therapeutics ITRM Stock Holding History

Principle Wealth Partners’s Portfolio ITRM Stock Details ITRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,000
Closed -$6K – 296
2022
Q2 		$6K Buy
+2,000
New +$7.48K ﹤0.01% 303

Other funds holding ITRM

NLVP
New Leaf Venture Partners New York $43M AUM 25.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principle Wealth Partners's ITRM Position: Q3 2022 in Review

Principle Wealth Partners sold out of Iterum Therapeutics (ITRM) in Q3 2022, closing a stake of 2,000 shares — an estimated $6K sold.

Principle Wealth Partners first reported a position in ITRM in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 25 funds tracked by Wall St. Rank hold ITRM as of Q3 2022.

  • Principle Wealth Partners reported no remaining Iterum Therapeutics position as of Q3 2022 after selling out during the quarter.
  • Principle Wealth Partners sold 2,000 Iterum Therapeutics shares in Q3 2022, an estimated $6K.
  • Principle Wealth Partners first reported a position in Iterum Therapeutics in Q2 2022 and held it in 1 quarter.
  • Principle Wealth Partners's Iterum Therapeutics position peaked at $6K in Q2 2022.
  • 25 funds tracked by Wall St. Rank held Iterum Therapeutics as of Q3 2022.

Based on Principle Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.