Waypoint Wealth Partners’s Planet Labs PL Stock Holding History

Waypoint Wealth Partners’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 Q3	–	Sell	-13,301	Closed	-$42.8K	–	76
2023 Q2	$42.8K	Hold	13,301	–	–	0.01%	70
2023 Q1	$52.3K	Hold	13,301	–	–	0.02%	70
2022 Q4	$57.9K	Hold	13,301	–	–	0.02%	63
2022 Q3	$72K	Hold	13,301	–	–	0.03%	62
2022 Q2	$58K	Hold	13,301	–	–	0.02%	65
2022 Q1	$68K	Buy	+13,301	New	+$73.3K	0.02%	50

Other funds holding PL

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Waypoint Wealth Partners's PL Position: Q3 2023 in Review

Waypoint Wealth Partners sold out of Planet Labs (PL) in Q3 2023, closing a stake of 13,301 shares — an estimated $42.8K sold.

Waypoint Wealth Partners first reported a position in PL in Q1 2022 and held it in 6 quarters. The position peaked at $72K in Q3 2022. 172 funds tracked by Wall St. Rank hold PL as of Q3 2023.

Waypoint Wealth Partners reported no remaining Planet Labs position as of Q3 2023 after selling out during the quarter.
Waypoint Wealth Partners sold 13,301 Planet Labs shares in Q3 2023, an estimated $42.8K.
Waypoint Wealth Partners first reported a position in Planet Labs in Q1 2022 and held it in 6 quarters.
Waypoint Wealth Partners's Planet Labs position peaked at $72K in Q3 2022.
172 funds tracked by Wall St. Rank held Planet Labs as of Q3 2023.

Based on Waypoint Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.