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Redwood Wealth Management Group’s Planet Labs PL Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-1,750
Closed -$3.25K – 834
2024
Q2 		$3.25K Buy
+1,750
New +$3.36K ﹤0.01% 819

Other funds holding PL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Redwood Wealth Management Group's PL Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Planet Labs (PL) in Q3 2024, closing a stake of 1,750 shares — an estimated $3.25K sold.

Redwood Wealth Management Group first reported a position in PL in Q2 2024 and held it in 1 quarter. The position peaked at $3.25K in Q2 2024. 164 funds tracked by Wall St. Rank hold PL as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Planet Labs position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1,750 Planet Labs shares in Q3 2024, an estimated $3.25K.
  • Redwood Wealth Management Group first reported a position in Planet Labs in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Planet Labs position peaked at $3.25K in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Planet Labs as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.