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Windsor Advisory Group’s Planet Labs PL Stock Holding History

Windsor Advisory Group’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
Q4 		– Sell
-22,000
Closed -$57.2K – 66
2023
Q3 		$57.2K Buy
+22,000
New +$69.9K 0.14% 50

Other funds holding PL

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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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Windsor Advisory Group's PL Position: Q4 2023 in Review

Windsor Advisory Group sold out of Planet Labs (PL) in Q4 2023, closing a stake of 22,000 shares — an estimated $57.2K sold.

Windsor Advisory Group first reported a position in PL in Q3 2023 and held it in 1 quarter. The position peaked at $57.2K in Q3 2023. 177 funds tracked by Wall St. Rank hold PL as of Q4 2023.

  • Windsor Advisory Group reported no remaining Planet Labs position as of Q4 2023 after selling out during the quarter.
  • Windsor Advisory Group sold 22,000 Planet Labs shares in Q4 2023, an estimated $57.2K.
  • Windsor Advisory Group first reported a position in Planet Labs in Q3 2023 and held it in 1 quarter.
  • Windsor Advisory Group's Planet Labs position peaked at $57.2K in Q3 2023.
  • 177 funds tracked by Wall St. Rank held Planet Labs as of Q4 2023.

Based on Windsor Advisory Group's 13F filing for Q4 2023, filed 22 Jan 2024.