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WMS Partners’s Palantir PLTR Stock Holding History

WMS Partners’s Portfolio PLTR Stock Details PLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-45,254
Closed -$368K – 288
2022
Q3 		$368K Buy
45,254
+500
+1% +$4.45K 0.05% 168
2022
Q2 		$406K Hold
44,754
– – 0.06% 156
2022
Q1 		$614K Buy
44,754
+10,254
+30% +$137K 0.08% 123
2021
Q4 		$628K Buy
34,500
+10,350
+43% +$229K 0.13% 102
2021
Q3 		$581K Buy
+24,150
New +$589K 0.09% 131

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WMS Partners's PLTR Position: Q4 2022 in Review

WMS Partners sold out of Palantir (PLTR) in Q4 2022, closing a stake of 45,254 shares — an estimated $368K sold.

WMS Partners first reported a position in PLTR in Q3 2021 and held it in 5 quarters. The position peaked at $628K in Q4 2021. 806 funds tracked by Wall St. Rank hold PLTR as of Q4 2022.

  • WMS Partners reported no remaining Palantir position as of Q4 2022 after selling out during the quarter.
  • WMS Partners sold 45,254 Palantir shares in Q4 2022, an estimated $368K.
  • WMS Partners first reported a position in Palantir in Q3 2021 and held it in 5 quarters.
  • WMS Partners's Palantir position peaked at $628K in Q4 2021.
  • 806 funds tracked by Wall St. Rank held Palantir as of Q4 2022.

Based on WMS Partners's 13F filing for Q4 2022, filed 7 Feb 2023.