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HCR Wealth Advisors’s Planet Labs PL Stock Holding History

HCR Wealth Advisors’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16,753
Closed -$53.9K – 185
2023
Q2 		$53.9K Hold
16,753
– – 0.01% 174
2023
Q1 		$65.8K Hold
16,753
– – 0.01% 173
2022
Q4 		$72.9K Hold
16,753
– – 0.02% 171
2022
Q3 		$91K Hold
16,753
– – 0.02% 163
2022
Q2 		$73K Buy
+16,753
New +$86.5K 0.01% 172

Other funds holding PL

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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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HCR Wealth Advisors's PL Position: Q3 2023 in Review

HCR Wealth Advisors sold out of Planet Labs (PL) in Q3 2023, closing a stake of 16,753 shares — an estimated $53.9K sold.

HCR Wealth Advisors first reported a position in PL in Q2 2022 and held it in 5 quarters. The position peaked at $91K in Q3 2022. 172 funds tracked by Wall St. Rank hold PL as of Q3 2023.

  • HCR Wealth Advisors reported no remaining Planet Labs position as of Q3 2023 after selling out during the quarter.
  • HCR Wealth Advisors sold 16,753 Planet Labs shares in Q3 2023, an estimated $53.9K.
  • HCR Wealth Advisors first reported a position in Planet Labs in Q2 2022 and held it in 5 quarters.
  • HCR Wealth Advisors's Planet Labs position peaked at $91K in Q3 2022.
  • 172 funds tracked by Wall St. Rank held Planet Labs as of Q3 2023.

Based on HCR Wealth Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.