Curi Wealth Management’s Palantir PLTR Stock Holding History

Curi 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
2022 Q3	–	Sell	-182	Closed	-$2K	–	564
2022 Q2	$2K	Sell	182 -200	-52%	-$1.98K	﹤0.01%	524
2022 Q1	$5K	Buy	382 +110	+40%	+$1.47K	﹤0.01%	412
2021 Q4	$4K	Buy	+272	New	+$6.01K	﹤0.01%	389

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Curi Wealth Management's PLTR Position: Q3 2022 in Review

Curi Wealth Management sold out of Palantir (PLTR) in Q3 2022, closing a stake of 182 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in PLTR in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 806 funds tracked by Wall St. Rank hold PLTR as of Q3 2022.

Curi Wealth Management reported no remaining Palantir position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 182 Palantir shares in Q3 2022, an estimated $2K.
Curi Wealth Management first reported a position in Palantir in Q4 2021 and held it in 3 quarters.
Curi Wealth Management's Palantir position peaked at $5K in Q1 2022.
806 funds tracked by Wall St. Rank held Palantir as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.