Clear Perspectives Financial Planning’s Palantir PLTR Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$4.22K	Hold	500	–	–	﹤0.01%	162
2022 Q4	$3.21K	Hold	500	–	–	﹤0.01%	183
2022 Q3	$4K	Hold	500	–	–	﹤0.01%	176
2022 Q2	$5K	Hold	500	–	–	﹤0.01%	180
2022 Q1	$7K	Hold	500	–	–	﹤0.01%	177
2021 Q4	$9K	Hold	500	–	–	﹤0.01%	179
2021 Q3	$12K	Sell	500 -900	-64%	-$22K	0.01%	152
2021 Q2	$37K	Buy	+1,400	New	+$32.4K	0.02%	110

Other funds holding PLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Clear Perspectives Financial Planning's PLTR Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Palantir (PLTR) position steady in Q1 2023 at 500 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

Clear Perspectives Financial Planning first reported a position in PLTR in Q2 2021 and has held it in 8 quarters since. The position peaked at $37K in Q2 2021. 810 funds tracked by Wall St. Rank hold PLTR as of Q1 2023.

Clear Perspectives Financial Planning held 500 shares of Palantir worth $4.22K as of Q1 2023.
Clear Perspectives Financial Planning left its Palantir share count unchanged in Q1 2023.
Palantir made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #162 holding.
Clear Perspectives Financial Planning first reported a position in Palantir in Q2 2021 and has held it in 8 quarters since.
Clear Perspectives Financial Planning's Palantir position peaked at $37K in Q2 2021.
810 funds tracked by Wall St. Rank held Palantir as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.