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Abich Financial Wealth Management’s Polaris PII Stock Holding History

Abich Financial Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$832 Sell
10
-718
-99% -$58.3K ﹤0.01% 366
2024
Q2 		$57K Buy
+728
New +$61.7K 0.04% 145

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Abich Financial Wealth Management's PII Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its Polaris (PII) stake by 99% in Q3 2024, selling an estimated $58.3K and leaving 10 shares worth $832. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Abich Financial Wealth Management first reported a position in PII in Q2 2024 and has held it in 2 quarters since. The position peaked at $57K in Q2 2024. 440 funds tracked by Wall St. Rank hold PII as of Q3 2024.

  • Abich Financial Wealth Management held 10 shares of Polaris worth $832 as of Q3 2024.
  • Abich Financial Wealth Management sold 718 Polaris shares in Q3 2024, an estimated $58.3K.
  • Polaris made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #366 holding.
  • Abich Financial Wealth Management first reported a position in Polaris in Q2 2024 and has held it in 2 quarters since.
  • Abich Financial Wealth Management's Polaris position peaked at $57K in Q2 2024.
  • 440 funds tracked by Wall St. Rank held Polaris as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.