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Jeppson Wealth Management’s Planet Labs PL Stock Holding History

Jeppson Wealth Management’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
2024
Q2 		– Sell
-12,850
Closed -$32.8K – 213
2024
Q1 		$32.8K Sell
12,850
-4,950
-28% -$11.2K 0.01% 207
2023
Q4 		$44K Buy
+17,800
New +$42.1K 0.02% 200

Other funds holding PL

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jeppson Wealth Management's PL Position: Q2 2024 in Review

Jeppson Wealth Management sold out of Planet Labs (PL) in Q2 2024, closing a stake of 12,850 shares — an estimated $32.8K sold.

Jeppson Wealth Management first reported a position in PL in Q4 2023 and held it in 2 quarters. The position peaked at $44K in Q4 2023. 167 funds tracked by Wall St. Rank hold PL as of Q2 2024.

  • Jeppson Wealth Management reported no remaining Planet Labs position as of Q2 2024 after selling out during the quarter.
  • Jeppson Wealth Management sold 12,850 Planet Labs shares in Q2 2024, an estimated $32.8K.
  • Jeppson Wealth Management first reported a position in Planet Labs in Q4 2023 and held it in 2 quarters.
  • Jeppson Wealth Management's Planet Labs position peaked at $44K in Q4 2023.
  • 167 funds tracked by Wall St. Rank held Planet Labs as of Q2 2024.

Based on Jeppson Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.