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TCI Wealth Advisors’s Planet Labs PL Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-809
Closed -$3.18K – 1665
2023
Q1 		$3.18K Buy
809
+85
+12% +$381 ﹤0.01% 1825
2022
Q4 		$3.15K Hold
724
– – ﹤0.01% 1836
2022
Q3 		$4K Buy
+724
New +$4K ﹤0.01% 1655

Other funds holding PL

AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

TCI Wealth Advisors's PL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Planet Labs (PL) in Q2 2023, closing a stake of 809 shares — an estimated $3.18K sold.

TCI Wealth Advisors first reported a position in PL in Q3 2022 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 178 funds tracked by Wall St. Rank hold PL as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Planet Labs position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 809 Planet Labs shares in Q2 2023, an estimated $3.18K.
  • TCI Wealth Advisors first reported a position in Planet Labs in Q3 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Planet Labs position peaked at $4K in Q3 2022.
  • 178 funds tracked by Wall St. Rank held Planet Labs as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.