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Phoenix Wealth Advisors’s Palantir PLTR Stock Holding History

Phoenix Wealth Advisors’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
2022
Q1 		– Sell
-26,920
Closed -$490K – 120
2021
Q4 		$490K Sell
26,920
-4,291
-14% -$94.8K 0.37% 65
2021
Q3 		$750K Buy
31,211
+8,248
+36% +$201K 0.56% 48
2021
Q2 		$567K Buy
+22,963
New +$531K 0.41% 64

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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

Phoenix Wealth Advisors's PLTR Position: Q1 2022 in Review

Phoenix Wealth Advisors sold out of Palantir (PLTR) in Q1 2022, closing a stake of 26,920 shares — an estimated $490K sold.

Phoenix Wealth Advisors first reported a position in PLTR in Q2 2021 and held it in 3 quarters. The position peaked at $750K in Q3 2021. 829 funds tracked by Wall St. Rank hold PLTR as of Q1 2022.

  • Phoenix Wealth Advisors reported no remaining Palantir position as of Q1 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 26,920 Palantir shares in Q1 2022, an estimated $490K.
  • Phoenix Wealth Advisors first reported a position in Palantir in Q2 2021 and held it in 3 quarters.
  • Phoenix Wealth Advisors's Palantir position peaked at $750K in Q3 2021.
  • 829 funds tracked by Wall St. Rank held Palantir as of Q1 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.