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Next Financial Group’s Palantir PLTR Stock Holding History

Next Financial Group’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
2021
Q4 		$540K Sell
29,644
-4,459
-13% -$98.5K 0.04% 514
2021
Q3 		$820K Buy
34,103
+644
+2% +$15.7K 0.06% 317
2021
Q2 		$882K Buy
33,459
+7,485
+29% +$173K 0.07% 290
2021
Q1 		$605K Buy
25,974
+4,735
+22% +$130K 0.05% 359
2020
Q4 		$500K Buy
21,239
+15,564
+274% +$278K 0.05% 369
2020
Q3 		$54K Buy
+5,675
New +$53.9K 0.01% 1078

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Next Financial Group's PLTR Position: Q4 2021 in Review

Next Financial Group reduced its Palantir (PLTR) stake by 13% in Q4 2021, selling an estimated $98.5K and leaving 29,644 shares worth $540K. The position accounts for 0.04% of the portfolio, ranked #514.

Next Financial Group first reported a position in PLTR in Q3 2020 and has held it in 6 quarters since. The position peaked at $882K in Q2 2021. 829 funds tracked by Wall St. Rank hold PLTR as of Q4 2021.

  • Next Financial Group held 29,644 shares of Palantir worth $540K as of Q4 2021.
  • Next Financial Group sold 4,459 Palantir shares in Q4 2021, an estimated $98.5K.
  • Palantir made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #514 holding.
  • Next Financial Group first reported a position in Palantir in Q3 2020 and has held it in 6 quarters since.
  • Next Financial Group's Palantir position peaked at $882K in Q2 2021.
  • 829 funds tracked by Wall St. Rank held Palantir as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.