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Avitas Wealth Management’s Palantir PLTR Stock Holding History

Avitas Wealth Management’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
Q4 		– Sell
-22,966
Closed -$187K – 199
2022
Q3 		$187K Buy
22,966
+3,695
+19% +$32.9K 0.04% 178
2022
Q2 		$175K Buy
19,271
+319
+2% +$3.15K 0.04% 188
2022
Q1 		$260K Sell
18,952
-11,451
-38% -$153K 0.05% 182
2021
Q4 		$554K Sell
30,403
-7,087
-19% -$157K 0.09% 152
2021
Q3 		$901K Buy
37,490
+10,972
+41% +$268K 0.16% 133
2021
Q2 		$699K Sell
26,518
-12,290
-32% -$284K 0.12% 163
2021
Q1 		$904K Buy
38,808
+207
+0.5% +$5.68K 0.18% 143
2020
Q4 		$909K Buy
38,601
+13,547
+54% +$242K 0.18% 148
2020
Q3 		$238K Buy
+25,054
New +$238K 0.07% 176

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avitas Wealth Management's PLTR Position: Q4 2022 in Review

Avitas Wealth Management sold out of Palantir (PLTR) in Q4 2022, closing a stake of 22,966 shares — an estimated $187K sold.

Avitas Wealth Management first reported a position in PLTR in Q3 2020 and held it in 9 quarters. The position peaked at $909K in Q4 2020. 806 funds tracked by Wall St. Rank hold PLTR as of Q4 2022.

  • Avitas Wealth Management reported no remaining Palantir position as of Q4 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 22,966 Palantir shares in Q4 2022, an estimated $187K.
  • Avitas Wealth Management first reported a position in Palantir in Q3 2020 and held it in 9 quarters.
  • Avitas Wealth Management's Palantir position peaked at $909K in Q4 2020.
  • 806 funds tracked by Wall St. Rank held Palantir as of Q4 2022.

Based on Avitas Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.