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Ritholtz Wealth Management’s Planet Labs PL Stock Holding History

Ritholtz Wealth Management’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
Q1 		– Sell
-11,168
Closed -$27.6K – 819
2023
Q4 		$27.6K Sell
11,168
-5,585
-33% -$13.2K ﹤0.01% 753
2023
Q3 		$43.6K Buy
+16,753
New +$53.2K ﹤0.01% 697

Other funds holding PL

AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ritholtz Wealth Management's PL Position: Q1 2024 in Review

Ritholtz Wealth Management sold out of Planet Labs (PL) in Q1 2024, closing a stake of 11,168 shares — an estimated $27.6K sold.

Ritholtz Wealth Management first reported a position in PL in Q3 2023 and held it in 2 quarters. The position peaked at $43.6K in Q3 2023. 165 funds tracked by Wall St. Rank hold PL as of Q1 2024.

  • Ritholtz Wealth Management reported no remaining Planet Labs position as of Q1 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 11,168 Planet Labs shares in Q1 2024, an estimated $27.6K.
  • Ritholtz Wealth Management first reported a position in Planet Labs in Q3 2023 and held it in 2 quarters.
  • Ritholtz Wealth Management's Planet Labs position peaked at $43.6K in Q3 2023.
  • 165 funds tracked by Wall St. Rank held Planet Labs as of Q1 2024.

Based on Ritholtz Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.