First Trust Direct Indexing’s Palantir PLTR Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-32,977	Closed	-$1.23M	–	673
2024 Q3	$1.23M	Buy	32,977 +4,956	+18%	+$152K	0.07%	300
2024 Q2	$710K	Buy	28,021 +6,730	+32%	+$152K	0.04%	412
2024 Q1	$490K	Buy	21,291 +6,491	+44%	+$138K	0.04%	472
2023 Q4	$254K	Buy	14,800 +3,542	+31%	+$63.1K	0.02%	630
2023 Q3	$180K	Buy	+11,258	New	+$179K	0.02%	658

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Trust Direct Indexing's PLTR Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Palantir (PLTR) in Q4 2024, closing a stake of 32,977 shares — an estimated $1.23M sold.

First Trust Direct Indexing first reported a position in PLTR in Q3 2023 and held it in 5 quarters. The position peaked at $1.23M in Q3 2024. 2,014 funds tracked by Wall St. Rank hold PLTR as of Q4 2024.

First Trust Direct Indexing reported no remaining Palantir position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 32,977 Palantir shares in Q4 2024, an estimated $1.23M.
First Trust Direct Indexing first reported a position in Palantir in Q3 2023 and held it in 5 quarters.
First Trust Direct Indexing's Palantir position peaked at $1.23M in Q3 2024.
2,014 funds tracked by Wall St. Rank held Palantir as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.