Institutional & Family Asset Management’s Palantir PLTR Stock Holding History

Institutional & Family Asset Management’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 Q2	$2.53K	Hold	100	–	–	﹤0.01%	558
2024 Q1	$2.3K	Hold	100	–	–	﹤0.01%	570
2023 Q4	$1.72K	Hold	100	–	–	﹤0.01%	569
2023 Q3	$1.6K	Hold	100	–	–	﹤0.01%	569
2023 Q2	$1.53K	Hold	100	–	–	﹤0.01%	589
2023 Q1	$845	Hold	100	–	–	﹤0.01%	646
2022 Q4	$642	Hold	100	–	–	﹤0.01%	643
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	666
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	684
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	720
2021 Q4	$2K	Sell	100 -1,000	-91%	-$22.1K	﹤0.01%	681
2021 Q3	$26K	Buy	1,100 +1,000	+1,000%	+$24.4K	﹤0.01%	425
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	788
2021 Q1	$2K	Sell	100 -2,090	-95%	-$57.3K	﹤0.01%	811
2020 Q4	$52K	Buy	+2,190	New	+$39.2K	0.01%	317

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Institutional & Family Asset Management's PLTR Position: Q2 2024 in Review

Institutional & Family Asset Management held its Palantir (PLTR) position steady in Q2 2024 at 100 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Institutional & Family Asset Management first reported a position in PLTR in Q4 2020 and has held it in 15 quarters since. The position peaked at $52K in Q4 2020. 1,218 funds tracked by Wall St. Rank hold PLTR as of Q2 2024.

Institutional & Family Asset Management held 100 shares of Palantir worth $2.53K as of Q2 2024.
Institutional & Family Asset Management left its Palantir share count unchanged in Q2 2024.
Palantir made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #558 holding.
Institutional & Family Asset Management first reported a position in Palantir in Q4 2020 and has held it in 15 quarters since.
Institutional & Family Asset Management's Palantir position peaked at $52K in Q4 2020.
1,218 funds tracked by Wall St. Rank held Palantir as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.