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Vahanian & Associates Financial Planning’s Palantir PLTR Stock Holding History

Vahanian & Associates Financial 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
Q4 		$314K Sell
18,315
-9,425
-34% -$168K 1.24% 27
2023
Q3 		$444K Buy
+27,740
New +$442K 1.43% 24

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vahanian & Associates Financial Planning's PLTR Position: Q4 2023 in Review

Vahanian & Associates Financial Planning reduced its Palantir (PLTR) stake by 34% in Q4 2023, selling an estimated $168K and leaving 18,315 shares worth $314K. The position accounts for 1.24% of the portfolio, ranked #27.

Vahanian & Associates Financial Planning first reported a position in PLTR in Q3 2023 and has held it in 2 quarters since. The position peaked at $444K in Q3 2023. 1,032 funds tracked by Wall St. Rank hold PLTR as of Q4 2023.

  • Vahanian & Associates Financial Planning held 18,315 shares of Palantir worth $314K as of Q4 2023.
  • Vahanian & Associates Financial Planning sold 9,425 Palantir shares in Q4 2023, an estimated $168K.
  • Palantir made up 1.24% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #27 holding.
  • Vahanian & Associates Financial Planning first reported a position in Palantir in Q3 2023 and has held it in 2 quarters since.
  • Vahanian & Associates Financial Planning's Palantir position peaked at $444K in Q3 2023.
  • 1,032 funds tracked by Wall St. Rank held Palantir as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.