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BDO Wealth Advisors’s Palantir PLTR Stock Holding History

BDO Wealth Advisors’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
Q1 		– Sell
-2,939
Closed -$18.9K – 1086
2022
Q4 		$18.9K Sell
2,939
-200
-6% -$1.52K ﹤0.01% 586
2022
Q3 		$26K Hold
3,139
– – ﹤0.01% 522
2022
Q2 		$28K Sell
3,139
-1,552
-33% -$15.3K ﹤0.01% 506
2022
Q1 		$64K Hold
4,691
– – 0.01% 390
2021
Q4 		$85K Buy
4,691
+4
+0.1% +$88 0.01% 369
2021
Q3 		$113K Sell
4,687
-48
-1% -$1.17K 0.01% 342
2021
Q2 		$125K Sell
4,735
-375
-7% -$8.67K 0.01% 348
2021
Q1 		$119K Buy
5,110
+4,560
+829% +$125K 0.01% 343
2020
Q4 		$13K Buy
550
+350
+175% +$6.26K ﹤0.01% 526
2020
Q3 		$2K Buy
+200
New +$1.9K ﹤0.01% 707

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 $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

BDO Wealth Advisors's PLTR Position: Q1 2023 in Review

BDO Wealth Advisors sold out of Palantir (PLTR) in Q1 2023, closing a stake of 2,939 shares — an estimated $18.9K sold.

BDO Wealth Advisors first reported a position in PLTR in Q3 2020 and held it in 10 quarters. The position peaked at $125K in Q2 2021. 810 funds tracked by Wall St. Rank hold PLTR as of Q1 2023.

  • BDO Wealth Advisors reported no remaining Palantir position as of Q1 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 2,939 Palantir shares in Q1 2023, an estimated $18.9K.
  • BDO Wealth Advisors first reported a position in Palantir in Q3 2020 and held it in 10 quarters.
  • BDO Wealth Advisors's Palantir position peaked at $125K in Q2 2021.
  • 810 funds tracked by Wall St. Rank held Palantir as of Q1 2023.

Based on BDO Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.