WR Wealth Planners’s Palantir PLTR Stock Holding History

WR Wealth Planners’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
2024 Q4	$228K	Sell	3,013 -1,329	-31%	-$77.4K	0.07%	145
2024 Q3	$162K	Buy	4,342 +835	+24%	+$25.6K	0.04%	211
2024 Q2	$88.8K	Buy	3,507 +100	+3%	+$2.25K	0.03%	259
2024 Q1	$78.4K	Buy	+3,407	New	+$72.6K	0.02%	280
2023 Q4	–	Sell	-1,200	Closed	-$19.2K	–	671
2023 Q3	$19.2K	Hold	1,200	–	–	0.01%	430
2023 Q2	$18.4K	Hold	1,200	–	–	0.01%	449
2023 Q1	$10.1K	Buy	+1,200	New	+$9.39K	﹤0.01%	552
2022 Q3	–	Sell	-240	Closed	-$2.18K	–	547
2022 Q2	$2.18K	Hold	240	–	–	﹤0.01%	413
2022 Q1	$3.29K	Buy	+240	New	+$3.2K	﹤0.01%	390

Other funds holding PLTR

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WR Wealth Planners's PLTR Position: Q4 2024 in Review

WR Wealth Planners reduced its Palantir (PLTR) stake by 31% in Q4 2024, selling an estimated $77.4K and leaving 3,013 shares worth $228K. The position accounts for 0.07% of the portfolio, ranked #145.

WR Wealth Planners first reported a position in PLTR in Q1 2022 and has held it in 9 quarters since. 2,015 funds tracked by Wall St. Rank hold PLTR as of Q4 2024.

WR Wealth Planners held 3,013 shares of Palantir worth $228K as of Q4 2024.
WR Wealth Planners sold 1,329 Palantir shares in Q4 2024, an estimated $77.4K.
Palantir made up 0.07% of WR Wealth Planners's portfolio in Q4 2024, its #145 holding.
WR Wealth Planners first reported a position in Palantir in Q1 2022 and has held it in 9 quarters since.
2,015 funds tracked by Wall St. Rank held Palantir as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.