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Heritage Wealth Management (Arizona)’s Palantir PLTR Stock Holding History

Heritage Wealth Management (Arizona)’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 		$1.93K Buy
300
+150
+100% +$1.14K ﹤0.01% 985
2022
Q3 		$1K Hold
150
– – ﹤0.01% 960
2022
Q2 		$1.36K Hold
150
– – ﹤0.01% 912
2022
Q1 		$2K Buy
+150
New +$2K ﹤0.01% 906
2021
Q3 		$5K Sell
225
-100
-31% -$2.44K ﹤0.01% 736
2021
Q2 		$9K Buy
+325
New +$7.52K ﹤0.01% 675

Other funds holding PLTR

Vanguard Group
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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PLTR Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Palantir (PLTR) stake by 100% in Q4 2022, buying an estimated $1.14K and bringing the position to 300 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Heritage Wealth Management (Arizona) first reported a position in PLTR in Q2 2021 and has held it in 6 quarters since. The position peaked at $9K in Q2 2021. 806 funds tracked by Wall St. Rank hold PLTR as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 300 shares of Palantir worth $1.93K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 150 Palantir shares in Q4 2022, an estimated $1.14K.
  • Palantir made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #985 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Palantir in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s Palantir position peaked at $9K in Q2 2021.
  • 806 funds tracked by Wall St. Rank held Palantir as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.