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Carroll Financial Associates’s Palantir PLTR Stock Holding History

Carroll Financial Associates’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 		$59K Buy
3,143
+1,240
+65% +$27.4K ﹤0.01% 682
2021
Q3 		$45K Sell
1,903
-2,688
-59% -$65.6K ﹤0.01% 770
2021
Q2 		$121K Buy
4,591
+3,991
+665% +$92.3K 0.01% 534
2021
Q1 		$13K Buy
+600
New +$16.5K ﹤0.01% 1148

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $175B AUM 40.63% 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

Carroll Financial Associates's PLTR Position: Q4 2021 in Review

Carroll Financial Associates increased its Palantir (PLTR) stake by 65% in Q4 2021, buying an estimated $27.4K and bringing the position to 3,143 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Carroll Financial Associates first reported a position in PLTR in Q1 2021 and has held it in 4 quarters since. The position peaked at $121K in Q2 2021. 830 funds tracked by Wall St. Rank hold PLTR as of Q4 2021.

  • Carroll Financial Associates held 3,143 shares of Palantir worth $59K as of Q4 2021.
  • Carroll Financial Associates bought 1,240 Palantir shares in Q4 2021, an estimated $27.4K.
  • Palantir made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #682 holding.
  • Carroll Financial Associates first reported a position in Palantir in Q1 2021 and has held it in 4 quarters since.
  • Carroll Financial Associates's Palantir position peaked at $121K in Q2 2021.
  • 830 funds tracked by Wall St. Rank held Palantir as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.