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Halpern Financial’s Palantir PLTR Stock Holding History

Halpern Financial’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
Q3 		$54K Hold
1,440
– – 0.01% 91
2024
Q2 		$36.5K Hold
1,440
– – 0.01% 102
2024
Q1 		$32.7K Buy
1,440
+440
+44% +$9.38K 0.01% 109
2023
Q4 		$16.1K Hold
1,000
– – 0.01% 154
2023
Q3 		$16K Buy
+1,000
New +$15.9K 0.01% 134
2022
Q4 		– Sell
-25
Closed -$203 – 215
2022
Q3 		$203 Buy
+25
New +$222 ﹤0.01% 199
2022
Q2 		– Sell
-1,000
Closed -$13.7K – 337
2022
Q1 		$13.7K Hold
1,000
– – 0.01% 160
2021
Q4 		$18.2K Buy
+1,000
New +$22.1K 0.01% 148

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Halpern Financial's PLTR Position: Q3 2024 in Review

Halpern Financial held its Palantir (PLTR) position steady in Q3 2024 at 1,440 shares worth $54K. The position accounts for 0.01% of the portfolio, ranked #91.

Halpern Financial first reported a position in PLTR in Q4 2021 and has held it in 8 quarters since. 1,454 funds tracked by Wall St. Rank hold PLTR as of Q3 2024.

  • Halpern Financial held 1,440 shares of Palantir worth $54K as of Q3 2024.
  • Halpern Financial left its Palantir share count unchanged in Q3 2024.
  • Palantir made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #91 holding.
  • Halpern Financial first reported a position in Palantir in Q4 2021 and has held it in 8 quarters since.
  • 1,454 funds tracked by Wall St. Rank held Palantir as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.