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AJ Wealth Strategies’s Palantir PLTR Stock Holding History

AJ Wealth Strategies’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
2023
Q2 		$238K Hold
15,554
– – 0.01% 263
2023
Q1 		$131K Hold
15,554
– – 0.01% 276
2022
Q4 		$100K Hold
15,554
– – 0.01% 286
2022
Q3 		$126K Sell
15,554
-2,188
-12% -$19.5K 0.01% 290
2022
Q2 		$161K Buy
17,742
+3,903
+28% +$38.6K 0.01% 288
2022
Q1 		$190K Hold
13,839
– – 0.01% 298
2021
Q4 		$252K Buy
+13,839
New +$306K 0.01% 259

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AJ Wealth Strategies's PLTR Position: Q2 2023 in Review

AJ Wealth Strategies held its Palantir (PLTR) position steady in Q2 2023 at 15,554 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #263.

AJ Wealth Strategies first reported a position in PLTR in Q4 2021 and has held it in 7 quarters since. The position peaked at $252K in Q4 2021. 882 funds tracked by Wall St. Rank hold PLTR as of Q2 2023.

  • AJ Wealth Strategies held 15,554 shares of Palantir worth $238K as of Q2 2023.
  • AJ Wealth Strategies left its Palantir share count unchanged in Q2 2023.
  • Palantir made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #263 holding.
  • AJ Wealth Strategies first reported a position in Palantir in Q4 2021 and has held it in 7 quarters since.
  • AJ Wealth Strategies's Palantir position peaked at $252K in Q4 2021.
  • 882 funds tracked by Wall St. Rank held Palantir as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.