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Morling Financial Advisors’s Planet Labs PL Stock Holding History

Morling Financial Advisors’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
Q1 		– Sell
-57,883
Closed -$143K – 107
2023
Q4 		$143K Buy
+57,883
New +$137K 0.12% 57

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Morling Financial Advisors's PL Position: Q1 2024 in Review

Morling Financial Advisors sold out of Planet Labs (PL) in Q1 2024, closing a stake of 57,883 shares — an estimated $143K sold.

Morling Financial Advisors first reported a position in PL in Q4 2023 and held it in 1 quarter. The position peaked at $143K in Q4 2023. 165 funds tracked by Wall St. Rank hold PL as of Q1 2024.

  • Morling Financial Advisors reported no remaining Planet Labs position as of Q1 2024 after selling out during the quarter.
  • Morling Financial Advisors sold 57,883 Planet Labs shares in Q1 2024, an estimated $143K.
  • Morling Financial Advisors first reported a position in Planet Labs in Q4 2023 and held it in 1 quarter.
  • Morling Financial Advisors's Planet Labs position peaked at $143K in Q4 2023.
  • 165 funds tracked by Wall St. Rank held Planet Labs as of Q1 2024.

Based on Morling Financial Advisors's 13F filing for Q1 2024, filed 13 May 2024.