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Glassman Wealth Services’s Palantir PLTR Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-4,990
Closed -$85.7K – 1387
2023
Q4 		$85.7K Buy
4,990
+87
+2% +$1.55K 0.01% 324
2023
Q3 		$78.4K Buy
4,903
+3,682
+302% +$58.6K 0.01% 320
2023
Q2 		$18.7K Buy
1,221
+67
+6% +$761 ﹤0.01% 634
2023
Q1 		$9.75K Sell
1,154
-3,692
-76% -$28.9K ﹤0.01% 829
2022
Q4 		$31.1K Sell
4,846
-945
-16% -$7.16K 0.01% 544
2022
Q3 		$47K Sell
5,791
-67
-1% -$596 0.01% 404
2022
Q2 		$53K Buy
5,858
+1,766
+43% +$17.5K 0.01% 377
2022
Q1 		$56K Buy
4,092
+3,501
+592% +$46.7K 0.01% 382
2021
Q4 		$11K Sell
591
-6,874
-92% -$152K ﹤0.01% 769
2021
Q3 		$179K Sell
7,465
-19,951
-73% -$487K 0.04% 165
2021
Q2 		$723K Sell
27,416
-19,659
-42% -$455K 0.15% 52
2021
Q1 		$1.1M Buy
47,075
+39,930
+559% +$1.1M 0.23% 39
2020
Q4 		$168K Buy
7,145
+6,240
+690% +$112K 0.04% 159
2020
Q3 		$9K Buy
+905
New +$8.6K ﹤0.01% 655

Other funds holding PLTR

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Glassman Wealth Services's PLTR Position: Q1 2024 in Review

Glassman Wealth Services sold out of Palantir (PLTR) in Q1 2024, closing a stake of 4,990 shares — an estimated $85.7K sold.

Glassman Wealth Services first reported a position in PLTR in Q3 2020 and held it in 14 quarters. The position peaked at $1.1M in Q1 2021. 1,133 funds tracked by Wall St. Rank hold PLTR as of Q1 2024.

  • Glassman Wealth Services reported no remaining Palantir position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 4,990 Palantir shares in Q1 2024, an estimated $85.7K.
  • Glassman Wealth Services first reported a position in Palantir in Q3 2020 and held it in 14 quarters.
  • Glassman Wealth Services's Palantir position peaked at $1.1M in Q1 2021.
  • 1,133 funds tracked by Wall St. Rank held Palantir as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.