Surevest’s Palantir PLTR Stock Holding History

Surevest’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
2022 Q2	–	Sell	-45	Closed	-$1K	–	583
2022 Q1	$1K	Sell	45 -300	-87%	-$4K	﹤0.01%	492
2021 Q4	$6K	Buy	+345	New	+$7.62K	﹤0.01%	313

Other funds holding PLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

PCM

Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return

Surevest's PLTR Position: Q2 2022 in Review

Surevest sold out of Palantir (PLTR) in Q2 2022, closing a stake of 45 shares — an estimated $1K sold.

Surevest first reported a position in PLTR in Q4 2021 and held it in 2 quarters. The position peaked at $6K in Q4 2021. 805 funds tracked by Wall St. Rank hold PLTR as of Q2 2022.

Surevest reported no remaining Palantir position as of Q2 2022 after selling out during the quarter.
Surevest sold 45 Palantir shares in Q2 2022, an estimated $1K.
Surevest first reported a position in Palantir in Q4 2021 and held it in 2 quarters.
Surevest's Palantir position peaked at $6K in Q4 2021.
805 funds tracked by Wall St. Rank held Palantir as of Q2 2022.

Based on Surevest's 13F filing for Q2 2022, filed 15 Aug 2022.