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Atria Wealth Solutions’s Planet Labs PL Stock Holding History

Atria Wealth Solutions’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-59,650
Closed -$303K – 1835
2022
Q1 		$303K Buy
+59,650
New +$329K 0.01% 1313

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CIG
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KL
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State Street
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DCI
Data Collective II Palo Alto, California $8.44M AUM 11.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atria Wealth Solutions's PL Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Planet Labs (PL) in Q2 2022, closing a stake of 59,650 shares — an estimated $303K sold.

Atria Wealth Solutions first reported a position in PL in Q1 2022 and held it in 1 quarter. The position peaked at $303K in Q1 2022. 162 funds tracked by Wall St. Rank hold PL as of Q2 2022.

  • Atria Wealth Solutions reported no remaining Planet Labs position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 59,650 Planet Labs shares in Q2 2022, an estimated $303K.
  • Atria Wealth Solutions first reported a position in Planet Labs in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Planet Labs position peaked at $303K in Q1 2022.
  • 162 funds tracked by Wall St. Rank held Planet Labs as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.