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Caliber Wealth Management (Utah)’s Palantir PLTR Stock Holding History

Caliber Wealth Management (Utah)’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
Q4 		– Sell
-49,209
Closed -$1.19M – 76
2021
Q3 		$1.19M Buy
49,209
+4,460
+10% +$109K 0.84% 51
2021
Q2 		$1.18M Buy
44,749
+3,804
+9% +$88K 0.84% 49
2021
Q1 		$954K Buy
+40,945
New +$1.12M 0.69% 48

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Caliber Wealth Management (Utah)'s PLTR Position: Q4 2021 in Review

Caliber Wealth Management (Utah) sold out of Palantir (PLTR) in Q4 2021, closing a stake of 49,209 shares — an estimated $1.19M sold.

Caliber Wealth Management (Utah) first reported a position in PLTR in Q1 2021 and held it in 3 quarters. The position peaked at $1.19M in Q3 2021. 829 funds tracked by Wall St. Rank hold PLTR as of Q4 2021.

  • Caliber Wealth Management (Utah) reported no remaining Palantir position as of Q4 2021 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 49,209 Palantir shares in Q4 2021, an estimated $1.19M.
  • Caliber Wealth Management (Utah) first reported a position in Palantir in Q1 2021 and held it in 3 quarters.
  • Caliber Wealth Management (Utah)'s Palantir position peaked at $1.19M in Q3 2021.
  • 829 funds tracked by Wall St. Rank held Palantir as of Q4 2021.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q4 2021, filed 20 Jan 2022.