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Charles Schwab Investment Advisory’s Palantir PLTR Stock Holding History

Charles Schwab Investment Advisory’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
Q1 		– Sell
-39,350
Closed -$676K – 129
2023
Q4 		$676K Buy
39,350
+786
+2% +$14K ﹤0.01% 63
2023
Q3 		$617K Buy
38,564
+3,820
+11% +$60.8K ﹤0.01% 64
2023
Q2 		$533K Buy
+34,744
New +$395K ﹤0.01% 71

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Charles Schwab Investment Advisory's PLTR Position: Q1 2024 in Review

Charles Schwab Investment Advisory sold out of Palantir (PLTR) in Q1 2024, closing a stake of 39,350 shares — an estimated $676K sold.

Charles Schwab Investment Advisory first reported a position in PLTR in Q2 2023 and held it in 3 quarters. The position peaked at $676K in Q4 2023. 1,132 funds tracked by Wall St. Rank hold PLTR as of Q1 2024.

  • Charles Schwab Investment Advisory reported no remaining Palantir position as of Q1 2024 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 39,350 Palantir shares in Q1 2024, an estimated $676K.
  • Charles Schwab Investment Advisory first reported a position in Palantir in Q2 2023 and held it in 3 quarters.
  • Charles Schwab Investment Advisory's Palantir position peaked at $676K in Q4 2023.
  • 1,132 funds tracked by Wall St. Rank held Palantir as of Q1 2024.

Based on Charles Schwab Investment Advisory's 13F filing for Q1 2024, filed 9 May 2024.