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Summit Wealth & Retirement Planning’s Palantir PLTR Stock Holding History

Summit Wealth & Retirement 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
2023
Q1 		– Sell
-10,000
Closed -$64.2K – 112
2022
Q4 		$64.2K Hold
10,000
– – 0.03% 102
2022
Q3 		$81K Hold
10,000
– – 0.03% 104
2022
Q2 		$91K Hold
10,000
– – 0.03% 109
2022
Q1 		$137K Buy
+10,000
New +$133K 0.05% 99

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Summit Wealth & Retirement Planning's PLTR Position: Q1 2023 in Review

Summit Wealth & Retirement Planning sold out of Palantir (PLTR) in Q1 2023, closing a stake of 10,000 shares — an estimated $64.2K sold.

Summit Wealth & Retirement Planning first reported a position in PLTR in Q1 2022 and held it in 4 quarters. The position peaked at $137K in Q1 2022. 810 funds tracked by Wall St. Rank hold PLTR as of Q1 2023.

  • Summit Wealth & Retirement Planning reported no remaining Palantir position as of Q1 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 10,000 Palantir shares in Q1 2023, an estimated $64.2K.
  • Summit Wealth & Retirement Planning first reported a position in Palantir in Q1 2022 and held it in 4 quarters.
  • Summit Wealth & Retirement Planning's Palantir position peaked at $137K in Q1 2022.
  • 810 funds tracked by Wall St. Rank held Palantir as of Q1 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2023, filed 11 May 2023.