Financial Partners Capital Management’s Palantir PLTR Stock Holding History

Financial Partners Capital 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 Q4	$1.85M	Sell	288,275 -23,510	-8%	-$178K	0.41%	60
2022 Q3	$2.53M	Buy	311,785 +250	+0.1%	+$2.22K	0.6%	49
2022 Q2	$2.83M	Buy	311,535 +43,360	+16%	+$429K	0.61%	49
2022 Q1	$3.68M	Buy	268,175 +30,290	+13%	+$404K	0.68%	43
2021 Q4	$4.33M	Buy	237,885 +2,210	+0.9%	+$48.8K	0.77%	40
2021 Q3	$5.67M	Buy	235,675 +4,440	+2%	+$108K	1.03%	36
2021 Q2	$6.1M	Buy	231,235 +560	+0.2%	+$13K	1.12%	33
2021 Q1	$5.37M	Buy	230,675 +3,895	+2%	+$107K	1.09%	37
2020 Q4	$5.34M	Buy	+226,780	New	+$4.06M	1.22%	32

Other funds holding PLTR

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

Financial Partners Capital Management's PLTR Position: Q4 2022 in Review

Financial Partners Capital Management reduced its Palantir (PLTR) stake by 7.5% in Q4 2022, selling an estimated $178K and leaving 288,275 shares worth $1.85M. The position accounts for 0.41% of the portfolio, ranked #60.

Financial Partners Capital Management first reported a position in PLTR in Q4 2020 and has held it in 9 quarters since. The position peaked at $6.1M in Q2 2021. 806 funds tracked by Wall St. Rank hold PLTR as of Q4 2022.

Financial Partners Capital Management held 288,275 shares of Palantir worth $1.85M as of Q4 2022.
Financial Partners Capital Management sold 23,510 Palantir shares in Q4 2022, an estimated $178K.
Palantir made up 0.41% of Financial Partners Capital Management's portfolio in Q4 2022, its #60 holding.
Financial Partners Capital Management first reported a position in Palantir in Q4 2020 and has held it in 9 quarters since.
Financial Partners Capital Management's Palantir position peaked at $6.1M in Q2 2021.
806 funds tracked by Wall St. Rank held Palantir as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.