Whalen Wealth Management’s SentinelOne S Stock Holding History

Whalen Wealth Management’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 Q3	–	Sell	-12,946	Closed	-$273K	–	138
2024 Q2	$273K	Buy	+12,946	New	+$266K	0.22%	82

Other funds holding S

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

IHG

Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

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

Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Whalen Wealth Management's S Position: Q3 2024 in Review

Whalen Wealth Management sold out of SentinelOne (S) in Q3 2024, closing a stake of 12,946 shares — an estimated $273K sold.

Whalen Wealth Management first reported a position in S in Q2 2024 and held it in 1 quarter. The position peaked at $273K in Q2 2024. 404 funds tracked by Wall St. Rank hold S as of Q3 2024.

Whalen Wealth Management reported no remaining SentinelOne position as of Q3 2024 after selling out during the quarter.
Whalen Wealth Management sold 12,946 SentinelOne shares in Q3 2024, an estimated $273K.
Whalen Wealth Management first reported a position in SentinelOne in Q2 2024 and held it in 1 quarter.
Whalen Wealth Management's SentinelOne position peaked at $273K in Q2 2024.
404 funds tracked by Wall St. Rank held SentinelOne as of Q3 2024.

Based on Whalen Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.