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New England Capital Financial Advisors’s Planet Labs PL Stock Holding History

New England Capital 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
Q2 		– Sell
-300
Closed -$765 – 411
2024
Q1 		$765 Hold
300
– – ﹤0.01% 346
2023
Q4 		$741 Hold
300
– – ﹤0.01% 353
2023
Q3 		$780 Hold
300
– – ﹤0.01% 349
2023
Q2 		$966 Hold
300
– – ﹤0.01% 340
2023
Q1 		$1.18K Hold
300
– – ﹤0.01% 370
2022
Q4 		$1.48K Buy
+300
New +$1.55K ﹤0.01% 359

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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

New England Capital Financial Advisors's PL Position: Q2 2024 in Review

New England Capital Financial Advisors sold out of Planet Labs (PL) in Q2 2024, closing a stake of 300 shares — an estimated $765 sold.

New England Capital Financial Advisors first reported a position in PL in Q4 2022 and held it in 6 quarters. The position peaked at $1.48K in Q4 2022. 167 funds tracked by Wall St. Rank hold PL as of Q2 2024.

  • New England Capital Financial Advisors reported no remaining Planet Labs position as of Q2 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 300 Planet Labs shares in Q2 2024, an estimated $765.
  • New England Capital Financial Advisors first reported a position in Planet Labs in Q4 2022 and held it in 6 quarters.
  • New England Capital Financial Advisors's Planet Labs position peaked at $1.48K in Q4 2022.
  • 167 funds tracked by Wall St. Rank held Planet Labs as of Q2 2024.

Based on New England Capital Financial Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.