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Reilly Financial Advisors’s Palantir PLTR Stock Holding History

Reilly Financial 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
2021
Q4 		$23K Hold
1,249
– – ﹤0.01% 549
2021
Q3 		$30K Hold
1,249
– – ﹤0.01% 456
2021
Q2 		$33K Buy
1,249
+35
+3% +$809 ﹤0.01% 447
2021
Q1 		$28K Buy
1,214
+100
+9% +$2.74K ﹤0.01% 470
2020
Q4 		$26K Buy
+1,114
New +$19.9K ﹤0.01% 447

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 $175B AUM 40.63% 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

Reilly Financial Advisors's PLTR Position: Q4 2021 in Review

Reilly Financial Advisors held its Palantir (PLTR) position steady in Q4 2021 at 1,249 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Reilly Financial Advisors first reported a position in PLTR in Q4 2020 and has held it in 5 quarters since. The position peaked at $33K in Q2 2021. 830 funds tracked by Wall St. Rank hold PLTR as of Q4 2021.

  • Reilly Financial Advisors held 1,249 shares of Palantir worth $23K as of Q4 2021.
  • Reilly Financial Advisors left its Palantir share count unchanged in Q4 2021.
  • Palantir made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #549 holding.
  • Reilly Financial Advisors first reported a position in Palantir in Q4 2020 and has held it in 5 quarters since.
  • Reilly Financial Advisors's Palantir position peaked at $33K in Q2 2021.
  • 830 funds tracked by Wall St. Rank held Palantir as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.