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TrinityPoint Wealth’s Palantir PLTR Stock Holding History

TrinityPoint Wealth’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
Q4 		$595K Sell
7,862
-1,972
-20% -$115K 0.08% 212
2024
Q3 		$366K Sell
9,834
-109,019
-92% -$3.35M 0.05% 246
2024
Q2 		$3.01M Buy
+118,853
New +$2.68M 0.47% 55

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TrinityPoint Wealth's PLTR Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Palantir (PLTR) stake by 20% in Q4 2024, selling an estimated $115K and leaving 7,862 shares worth $595K. The position accounts for 0.08% of the portfolio, ranked #212.

TrinityPoint Wealth first reported a position in PLTR in Q2 2024 and has held it in 3 quarters since. The position peaked at $3.01M in Q2 2024. 2,014 funds tracked by Wall St. Rank hold PLTR as of Q4 2024.

  • TrinityPoint Wealth held 7,862 shares of Palantir worth $595K as of Q4 2024.
  • TrinityPoint Wealth sold 1,972 Palantir shares in Q4 2024, an estimated $115K.
  • Palantir made up 0.08% of TrinityPoint Wealth's portfolio in Q4 2024, its #212 holding.
  • TrinityPoint Wealth first reported a position in Palantir in Q2 2024 and has held it in 3 quarters since.
  • TrinityPoint Wealth's Palantir position peaked at $3.01M in Q2 2024.
  • 2,014 funds tracked by Wall St. Rank held Palantir as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.