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BerganKDV Wealth Management’s Palantir PLTR Stock Holding History

BerganKDV 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
Q2 		– Sell
-34
Closed -$288 – 1023
2023
Q1 		$288 Hold
34
– – ﹤0.01% 1020
2022
Q4 		$218 Sell
34
-15
-31% -$114 ﹤0.01% 1010
2022
Q3 		$0 Hold
49
– – ﹤0.01% 1042
2022
Q2 		$0 Buy
49
+34
+227% +$336 ﹤0.01% 1043
2022
Q1 		$0 Buy
+15
New +$200 ﹤0.01% 1076
2021
Q4 		– Sell
-40
Closed -$1K – 1113
2021
Q3 		$1K Buy
40
+12
+43% +$293 ﹤0.01% 991
2021
Q2 		$1K Buy
+28
New +$648 ﹤0.01% 940

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

BerganKDV Wealth Management's PLTR Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Palantir (PLTR) in Q2 2023, closing a stake of 34 shares — an estimated $288 sold.

BerganKDV Wealth Management first reported a position in PLTR in Q2 2021 and held it in 7 quarters. The position peaked at $1K in Q3 2021. 881 funds tracked by Wall St. Rank hold PLTR as of Q2 2023.

  • BerganKDV Wealth Management reported no remaining Palantir position as of Q2 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 34 Palantir shares in Q2 2023, an estimated $288.
  • BerganKDV Wealth Management first reported a position in Palantir in Q2 2021 and held it in 7 quarters.
  • BerganKDV Wealth Management's Palantir position peaked at $1K in Q3 2021.
  • 881 funds tracked by Wall St. Rank held Palantir as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.