Baystate Wealth Management’s Palantir PLTR Stock Holding History

Baystate 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
2023 Q4	$51.8K	Sell	3,015 -9,000	-75%	-$160K	﹤0.01%	376
2023 Q3	$192K	Buy	12,015 +15	+0.1%	+$239	0.02%	197
2023 Q2	$184K	Hold	12,000	–	–	0.02%	194
2023 Q1	$101K	Sell	12,000 -500	-4%	-$3.91K	0.01%	249
2022 Q4	$80K	Buy	12,500 +4,100	+49%	+$31.1K	0.01%	277
2022 Q3	$68K	Hold	8,400	–	–	0.01%	275
2022 Q2	$76K	Hold	8,400	–	–	0.01%	271
2022 Q1	$115K	Buy	8,400 +900	+12%	+$12K	0.01%	228
2021 Q4	$137K	Buy	+7,500	New	+$166K	0.01%	210

Other funds holding PLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baystate Wealth Management's PLTR Position: Q4 2023 in Review

Baystate Wealth Management reduced its Palantir (PLTR) stake by 75% in Q4 2023, selling an estimated $160K and leaving 3,015 shares worth $51.8K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Baystate Wealth Management first reported a position in PLTR in Q4 2021 and has held it in 9 quarters since. The position peaked at $192K in Q3 2023. 1,032 funds tracked by Wall St. Rank hold PLTR as of Q4 2023.

Baystate Wealth Management held 3,015 shares of Palantir worth $51.8K as of Q4 2023.
Baystate Wealth Management sold 9,000 Palantir shares in Q4 2023, an estimated $160K.
Palantir made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #376 holding.
Baystate Wealth Management first reported a position in Palantir in Q4 2021 and has held it in 9 quarters since.
Baystate Wealth Management's Palantir position peaked at $192K in Q3 2023.
1,032 funds tracked by Wall St. Rank held Palantir as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.