Waldron Private Wealth’s SentinelOne S Stock Holding History

Waldron Private Wealth’s Portfolio S Stock Details S Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,102	Closed	-$26.4K	–	441
2024 Q3	$26.4K	Buy	+1,102	New	+$24.9K	﹤0.01%	459

Other funds holding S

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

IHG

Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return

Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return

Redpoint Management Woodside, California $204M AUM 31.92% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Waldron Private Wealth's S Position: Q4 2024 in Review

Waldron Private Wealth sold out of SentinelOne (S) in Q4 2024, closing a stake of 1,102 shares — an estimated $26.4K sold.

Waldron Private Wealth first reported a position in S in Q3 2024 and held it in 1 quarter. The position peaked at $26.4K in Q3 2024. 458 funds tracked by Wall St. Rank hold S as of Q4 2024.

Waldron Private Wealth reported no remaining SentinelOne position as of Q4 2024 after selling out during the quarter.
Waldron Private Wealth sold 1,102 SentinelOne shares in Q4 2024, an estimated $26.4K.
Waldron Private Wealth first reported a position in SentinelOne in Q3 2024 and held it in 1 quarter.
Waldron Private Wealth's SentinelOne position peaked at $26.4K in Q3 2024.
458 funds tracked by Wall St. Rank held SentinelOne as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.