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Sugarloaf Wealth Management’s Planet Labs PL Stock Holding History

Sugarloaf 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
2022
Q1 		– Sell
-400
Closed -$2K – 750
2021
Q4 		$2K Buy
+400
New +$3.79K ﹤0.01% 680

Other funds holding PL

AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 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
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCI
Data Collective II Palo Alto, California $8.44M AUM 11.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sugarloaf Wealth Management's PL Position: Q1 2022 in Review

Sugarloaf Wealth Management sold out of Planet Labs (PL) in Q1 2022, closing a stake of 400 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in PL in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 137 funds tracked by Wall St. Rank hold PL as of Q1 2022.

  • Sugarloaf Wealth Management reported no remaining Planet Labs position as of Q1 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 400 Planet Labs shares in Q1 2022, an estimated $2K.
  • Sugarloaf Wealth Management first reported a position in Planet Labs in Q4 2021 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Planet Labs position peaked at $2K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held Planet Labs as of Q1 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.