VF
PL icon

VitalStone Financial’s Planet Labs PL Stock Holding History

VitalStone Financial’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
2024
Q2 		– Sell
-250
Closed -$1K – 558
2024
Q1 		$1K Sell
250
-85
-25% -$192 ﹤0.01% 438
2023
Q4 		$1K Sell
335
-1,200
-78% -$2.84K ﹤0.01% 457
2023
Q3 		$3K Buy
1,535
+520
+51% +$1.65K ﹤0.01% 340
2023
Q2 		$4K Buy
1,015
+680
+203% +$2.69K ﹤0.01% 748
2023
Q1 		$3K Sell
335
-580
-63% -$2.6K ﹤0.01% 278
2022
Q4 		$4K Buy
+915
New +$4.74K ﹤0.01% 419

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VitalStone Financial's PL Position: Q2 2024 in Review

VitalStone Financial sold out of Planet Labs (PL) in Q2 2024, closing a stake of 250 shares — an estimated $1K sold.

VitalStone Financial first reported a position in PL in Q4 2022 and held it in 6 quarters. The position peaked at $4K in Q2 2023. 167 funds tracked by Wall St. Rank hold PL as of Q2 2024.

  • VitalStone Financial reported no remaining Planet Labs position as of Q2 2024 after selling out during the quarter.
  • VitalStone Financial sold 250 Planet Labs shares in Q2 2024, an estimated $1K.
  • VitalStone Financial first reported a position in Planet Labs in Q4 2022 and held it in 6 quarters.
  • VitalStone Financial's Planet Labs position peaked at $4K in Q2 2023.
  • 167 funds tracked by Wall St. Rank held Planet Labs as of Q2 2024.

Based on VitalStone Financial's 13F filing for Q2 2024, filed 7 Aug 2024.