MWM
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MinichMacGregor Wealth Management’s Palantir PLTR Stock Holding History

MinichMacGregor Wealth 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
2023
Q1 		– Sell
-475
Closed -$3.05K – 489
2022
Q4 		$3.05K Buy
+475
New +$3.6K ﹤0.01% 533

Other funds holding PLTR

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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

MinichMacGregor Wealth Management's PLTR Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Palantir (PLTR) in Q1 2023, closing a stake of 475 shares — an estimated $3.05K sold.

MinichMacGregor Wealth Management first reported a position in PLTR in Q4 2022 and held it in 1 quarter. The position peaked at $3.05K in Q4 2022. 810 funds tracked by Wall St. Rank hold PLTR as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Palantir position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 475 Palantir shares in Q1 2023, an estimated $3.05K.
  • MinichMacGregor Wealth Management first reported a position in Palantir in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Palantir position peaked at $3.05K in Q4 2022.
  • 810 funds tracked by Wall St. Rank held Palantir as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.