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ACG Wealth’s Palantir PLTR Stock Holding History

ACG Wealth’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,047
Closed -$46K – 802
2022
Q2 		$46K Buy
+5,047
New +$49.9K 0.01% 447
2022
Q1 		– Sell
-12,842
Closed -$234K – 318
2021
Q4 		$234K Sell
12,842
-90
-0.7% -$1.99K 0.03% 291
2021
Q3 		$311K Buy
12,932
+44
+0.3% +$1.07K 0.04% 245
2021
Q2 		$340K Buy
12,888
+435
+3% +$10.1K 0.04% 233
2021
Q1 		$290K Buy
+12,453
New +$342K 0.04% 254

Other funds holding PLTR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ACG Wealth's PLTR Position: Q3 2022 in Review

ACG Wealth sold out of Palantir (PLTR) in Q3 2022, closing a stake of 5,047 shares — an estimated $46K sold.

ACG Wealth first reported a position in PLTR in Q1 2021 and held it in 5 quarters. The position peaked at $340K in Q2 2021. 806 funds tracked by Wall St. Rank hold PLTR as of Q3 2022.

  • ACG Wealth reported no remaining Palantir position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 5,047 Palantir shares in Q3 2022, an estimated $46K.
  • ACG Wealth first reported a position in Palantir in Q1 2021 and held it in 5 quarters.
  • ACG Wealth's Palantir position peaked at $340K in Q2 2021.
  • 806 funds tracked by Wall St. Rank held Palantir as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.