Berman Capital Advisors’s Palantir PLTR Stock Holding History

Berman Capital 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
2021 Q3	$850K	Buy	35,421 +12,020	+51%	+$293K	0.13%	83
2021 Q2	$616K	Buy	23,401 +18,766	+405%	+$434K	0.1%	103
2021 Q1	$107K	Buy	+4,635	New	+$127K	0.02%	292

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Berman Capital Advisors's PLTR Position: Q3 2021 in Review

Berman Capital Advisors increased its Palantir (PLTR) stake by 51% in Q3 2021, buying an estimated $293K and bringing the position to 35,421 shares worth $850K. The position accounts for 0.13% of the portfolio, ranked #83.

Berman Capital Advisors first reported a position in PLTR in Q1 2021 and has held it in 3 quarters since. 805 funds tracked by Wall St. Rank hold PLTR as of Q3 2021.

Berman Capital Advisors held 35,421 shares of Palantir worth $850K as of Q3 2021.
Berman Capital Advisors bought 12,020 Palantir shares in Q3 2021, an estimated $293K.
Palantir made up 0.13% of Berman Capital Advisors's portfolio in Q3 2021, its #83 holding.
Berman Capital Advisors first reported a position in Palantir in Q1 2021 and has held it in 3 quarters since.
805 funds tracked by Wall St. Rank held Palantir as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.