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WR Wealth Planners’s SentinelOne S Stock Holding History

WR Wealth Planners’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
Q4 		$9.86K Hold
444
– – ﹤0.01% 595
2024
Q3 		$10.6K Hold
444
– – ﹤0.01% 617
2024
Q2 		$9.35K Hold
444
– – ﹤0.01% 606
2024
Q1 		$10.3K Buy
+444
New +$11.6K ﹤0.01% 592
2023
Q4 		– Sell
-544
Closed -$9.17K – 719
2023
Q3 		$9.17K Hold
544
– – ﹤0.01% 588
2023
Q2 		$8.21K Hold
544
– – ﹤0.01% 610
2023
Q1 		$8.9K Buy
544
+100
+23% +$1.51K ﹤0.01% 583
2022
Q4 		$6.48K Hold
444
– – ﹤0.01% 310
2022
Q3 		$11.3K Hold
444
– – 0.01% 250
2022
Q2 		$10.4K Hold
444
– – 0.01% 281
2022
Q1 		$17.2K Buy
+444
New +$18.2K 0.01% 247

Other funds holding S

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
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
RM
Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

WR Wealth Planners held its SentinelOne (S) position steady in Q4 2024 at 444 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

WR Wealth Planners first reported a position in S in Q1 2022 and has held it in 11 quarters since. The position peaked at $17.2K in Q1 2022. 458 funds tracked by Wall St. Rank hold S as of Q4 2024.

  • WR Wealth Planners held 444 shares of SentinelOne worth $9.86K as of Q4 2024.
  • WR Wealth Planners left its SentinelOne share count unchanged in Q4 2024.
  • SentinelOne made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #595 holding.
  • WR Wealth Planners first reported a position in SentinelOne in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's SentinelOne position peaked at $17.2K in Q1 2022.
  • 458 funds tracked by Wall St. Rank held SentinelOne as of Q4 2024.

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