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Acorn Financial Advisory Services’s Polaris PII Stock Holding History

Acorn Financial Advisory Services’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
Q4 		– Sell
-2,850
Closed -$237K – 215
2024
Q3 		$237K Buy
2,850
+14
+0.5% +$1.14K 0.04% 181
2024
Q2 		$222K Buy
2,836
+18
+0.6% +$1.52K 0.04% 191
2024
Q1 		$282K Sell
2,818
-283
-9% -$26K 0.05% 166
2023
Q4 		$294K Buy
3,101
+18
+0.6% +$1.65K 0.05% 199
2023
Q3 		$321K Sell
3,083
-697
-18% -$82.8K 0.06% 184
2023
Q2 		$457K Buy
3,780
+28
+0.7% +$3.1K 0.08% 146
2023
Q1 		$415K Sell
3,752
-11
-0.3% -$1.22K 0.08% 146
2022
Q4 		$380K Sell
3,763
-225
-6% -$23.4K 0.08% 147
2022
Q3 		$381K Sell
3,988
-533
-12% -$59.8K 0.09% 144
2022
Q2 		$449K Buy
4,521
+27
+0.6% +$2.8K 0.11% 127
2022
Q1 		$473K Sell
4,494
-43
-0.9% -$4.9K 0.09% 138
2021
Q4 		$499K Sell
4,537
-147
-3% -$17.3K 0.1% 133
2021
Q3 		$560K Sell
4,684
-11
-0.2% -$1.4K 0.17% 121
2021
Q2 		$643K Buy
4,695
+432
+10% +$58.6K 0.19% 122
2021
Q1 		$569K Buy
4,263
+89
+2% +$10.8K 0.21% 112
2020
Q4 		$398K Buy
4,174
+660
+19% +$63.2K 0.16% 146
2020
Q3 		$331K Buy
3,514
+23
+0.7% +$2.27K 0.17% 148
2020
Q2 		$323K Buy
+3,491
New +$266K 0.23% 139
2020
Q1 		– Sell
-3,609
Closed -$367K – 173
2019
Q4 		$367K Buy
+3,609
New +$350K 0.31% 114

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Acorn Financial Advisory Services's PII Position: Q4 2024 in Review

Acorn Financial Advisory Services sold out of Polaris (PII) in Q4 2024, closing a stake of 2,850 shares — an estimated $237K sold.

Acorn Financial Advisory Services first reported a position in PII in Q4 2019 and held it in 19 quarters. The position peaked at $643K in Q2 2021. 436 funds tracked by Wall St. Rank hold PII as of Q4 2024.

  • Acorn Financial Advisory Services reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 2,850 Polaris shares in Q4 2024, an estimated $237K.
  • Acorn Financial Advisory Services first reported a position in Polaris in Q4 2019 and held it in 19 quarters.
  • Acorn Financial Advisory Services's Polaris position peaked at $643K in Q2 2021.
  • 436 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2024, filed 14 Feb 2025.