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Accurate Wealth Management’s Polaris PII Stock Holding History

Accurate 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
2023
Q1 		– Sell
-723
Closed -$75.5K – 1088
2022
Q4 		$75.5K Buy
+723
New +$75.3K 0.03% 364

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accurate Wealth Management's PII Position: Q1 2023 in Review

Accurate Wealth Management sold out of Polaris (PII) in Q1 2023, closing a stake of 723 shares — an estimated $75.5K sold.

Accurate Wealth Management first reported a position in PII in Q4 2022 and held it in 1 quarter. The position peaked at $75.5K in Q4 2022. 465 funds tracked by Wall St. Rank hold PII as of Q1 2023.

  • Accurate Wealth Management reported no remaining Polaris position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 723 Polaris shares in Q1 2023, an estimated $75.5K.
  • Accurate Wealth Management first reported a position in Polaris in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Polaris position peaked at $75.5K in Q4 2022.
  • 465 funds tracked by Wall St. Rank held Polaris as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.