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Cassady Schiller Wealth Management’s Palantir PLTR Stock Holding History

Cassady Schiller 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
2024
Q4 		$8.02K Buy
+106
New +$6.17K ﹤0.01% 362

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cassady Schiller Wealth Management's PLTR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Palantir (PLTR) in Q4 2024: 106 shares worth $8.02K. The stake represents ﹤0.01% of the portfolio and ranks #362 among its holdings.

2,014 funds tracked by Wall St. Rank hold PLTR as of Q4 2024.

  • Cassady Schiller Wealth Management held 106 shares of Palantir worth $8.02K as of Q4 2024.
  • Palantir was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Palantir made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #362 holding.
  • 2,014 funds tracked by Wall St. Rank held Palantir as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.