Icon Wealth Partners’s Palantir PLTR Stock Holding History

Icon Wealth Partners’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
2023 Q3	$104K	Sell	6,513 -650	-9%	-$10.4K	0.01%	383
2023 Q2	$110K	Buy	+7,163	New	+$81.4K	0.01%	396
2022 Q2	–	Sell	-10,512	Closed	-$144K	–	328
2022 Q1	$144K	Hold	10,512	–	–	0.01%	325
2021 Q4	$191K	Sell	10,512 -850	-7%	-$18.8K	0.02%	317
2021 Q3	$273K	Buy	11,362 +530	+5%	+$12.9K	0.03%	295
2021 Q2	$286K	Sell	10,832 -3,043	-22%	-$70.4K	0.03%	300
2021 Q1	$323K	Buy	+13,875	New	+$381K	0.04%	259

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Icon Wealth Partners's PLTR Position: Q3 2023 in Review

Icon Wealth Partners reduced its Palantir (PLTR) stake by 9.1% in Q3 2023, selling an estimated $10.4K and leaving 6,513 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #383.

Icon Wealth Partners first reported a position in PLTR in Q1 2021 and has held it in 7 quarters since. The position peaked at $323K in Q1 2021. 913 funds tracked by Wall St. Rank hold PLTR as of Q3 2023.

Icon Wealth Partners held 6,513 shares of Palantir worth $104K as of Q3 2023.
Icon Wealth Partners sold 650 Palantir shares in Q3 2023, an estimated $10.4K.
Palantir made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #383 holding.
Icon Wealth Partners first reported a position in Palantir in Q1 2021 and has held it in 7 quarters since.
Icon Wealth Partners's Palantir position peaked at $323K in Q1 2021.
913 funds tracked by Wall St. Rank held Palantir as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.