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SYSTM Wealth Solutions’s Palantir PLTR Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-173
Closed -$4.38K – 486
2024
Q2 		$4.38K Sell
173
-25,081
-99% -$565K ﹤0.01% 577
2024
Q1 		$581K Buy
25,254
+2,682
+12% +$57.2K 0.07% 268
2023
Q4 		$388K Buy
+22,572
New +$402K 0.05% 297

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SYSTM Wealth Solutions's PLTR Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Palantir (PLTR) in Q3 2024, closing a stake of 173 shares — an estimated $4.38K sold.

SYSTM Wealth Solutions first reported a position in PLTR in Q4 2023 and held it in 3 quarters. The position peaked at $581K in Q1 2024. 1,453 funds tracked by Wall St. Rank hold PLTR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Palantir position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 173 Palantir shares in Q3 2024, an estimated $4.38K.
  • SYSTM Wealth Solutions first reported a position in Palantir in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Palantir position peaked at $581K in Q1 2024.
  • 1,453 funds tracked by Wall St. Rank held Palantir as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.