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Sterling Financial Planning’s Palantir PLTR Stock Holding History

Sterling Financial Planning’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 		– Sell
-1,100
Closed -$26K – 305
2021
Q3 		$26K Hold
1,100
– – 0.02% 242
2021
Q2 		$29K Buy
1,100
+100
+10% +$2.31K 0.02% 225
2021
Q1 		$23K Buy
+1,000
New +$27.4K 0.02% 218

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

Sterling Financial Planning's PLTR Position: Q4 2021 in Review

Sterling Financial Planning sold out of Palantir (PLTR) in Q4 2021, closing a stake of 1,100 shares — an estimated $26K sold.

Sterling Financial Planning first reported a position in PLTR in Q1 2021 and held it in 3 quarters. The position peaked at $29K in Q2 2021. 829 funds tracked by Wall St. Rank hold PLTR as of Q4 2021.

  • Sterling Financial Planning reported no remaining Palantir position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,100 Palantir shares in Q4 2021, an estimated $26K.
  • Sterling Financial Planning first reported a position in Palantir in Q1 2021 and held it in 3 quarters.
  • Sterling Financial Planning's Palantir position peaked at $29K in Q2 2021.
  • 829 funds tracked by Wall St. Rank held Palantir as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.