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Bogart Wealth LLC’s Planet Labs PL Stock Holding History

Bogart Wealth LLC’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$44 – 1182
2022
Q4 		$44 Hold
10
– – ﹤0.01% 1001
2022
Q3 		$0 Hold
10
– – ﹤0.01% 1100
2022
Q2 		$0 Buy
+10
New +$52 ﹤0.01% 957

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Canada Pension Plan Investment Board
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CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bogart Wealth LLC's PL Position: Q1 2023 in Review

Bogart Wealth LLC sold out of Planet Labs (PL) in Q1 2023, closing a stake of 10 shares — an estimated $44 sold.

Bogart Wealth LLC first reported a position in PL in Q2 2022 and held it in 3 quarters. The position peaked at $44 in Q4 2022. 175 funds tracked by Wall St. Rank hold PL as of Q1 2023.

  • Bogart Wealth LLC reported no remaining Planet Labs position as of Q1 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 10 Planet Labs shares in Q1 2023, an estimated $44.
  • Bogart Wealth LLC first reported a position in Planet Labs in Q2 2022 and held it in 3 quarters.
  • Bogart Wealth LLC's Planet Labs position peaked at $44 in Q4 2022.
  • 175 funds tracked by Wall St. Rank held Planet Labs as of Q1 2023.

Based on Bogart Wealth LLC's 13F filing for Q1 2023, filed 21 Apr 2023.