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Sugarloaf Wealth Management’s Palantir PLTR Stock Holding History

Sugarloaf Wealth Management’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
Q3 		– Sell
-150
Closed -$4K – 793
2021
Q2 		$4K Buy
150
+50
+50% +$1.16K ﹤0.01% 623
2021
Q1 		$2 Buy
+100
New +$2.74K ﹤0.01% 686

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sugarloaf Wealth Management's PLTR Position: Q3 2021 in Review

Sugarloaf Wealth Management sold out of Palantir (PLTR) in Q3 2021, closing a stake of 150 shares — an estimated $4K sold.

Sugarloaf Wealth Management first reported a position in PLTR in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 804 funds tracked by Wall St. Rank hold PLTR as of Q3 2021.

  • Sugarloaf Wealth Management reported no remaining Palantir position as of Q3 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 150 Palantir shares in Q3 2021, an estimated $4K.
  • Sugarloaf Wealth Management first reported a position in Palantir in Q1 2021 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Palantir position peaked at $4K in Q2 2021.
  • 804 funds tracked by Wall St. Rank held Palantir as of Q3 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.