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Crewe Advisors’s Planet Labs PL Stock Holding History

Crewe Advisors’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,000
Closed -$5K – 1200
2022
Q3 		$5K Hold
1,000
– – ﹤0.01% 855
2022
Q2 		$4K Hold
1,000
– – ﹤0.01% 831
2022
Q1 		$5K Buy
1,000
+500
+100% +$2.76K ﹤0.01% 394
2021
Q4 		$3K Buy
+500
New +$4.74K ﹤0.01% 370

Other funds holding PL

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 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
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Crewe Advisors's PL Position: Q4 2022 in Review

Crewe Advisors sold out of Planet Labs (PL) in Q4 2022, closing a stake of 1,000 shares — an estimated $5K sold.

Crewe Advisors first reported a position in PL in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q3 2022. 183 funds tracked by Wall St. Rank hold PL as of Q4 2022.

  • Crewe Advisors reported no remaining Planet Labs position as of Q4 2022 after selling out during the quarter.
  • Crewe Advisors sold 1,000 Planet Labs shares in Q4 2022, an estimated $5K.
  • Crewe Advisors first reported a position in Planet Labs in Q4 2021 and held it in 4 quarters.
  • Crewe Advisors's Planet Labs position peaked at $5K in Q3 2022.
  • 183 funds tracked by Wall St. Rank held Planet Labs as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.