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Adirondack Retirement Specialists’s Polaris PII Stock Holding History

Adirondack Retirement Specialists’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
Q2 		– Sell
-100
Closed -$10.8K – 161
2023
Q1 		$10.8K Buy
+100
New +$11.1K 0.01% 69

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Adirondack Retirement Specialists's PII Position: Q2 2023 in Review

Adirondack Retirement Specialists sold out of Polaris (PII) in Q2 2023, closing a stake of 100 shares — an estimated $10.8K sold.

Adirondack Retirement Specialists first reported a position in PII in Q1 2023 and held it in 1 quarter. The position peaked at $10.8K in Q1 2023. 461 funds tracked by Wall St. Rank hold PII as of Q2 2023.

  • Adirondack Retirement Specialists reported no remaining Polaris position as of Q2 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 100 Polaris shares in Q2 2023, an estimated $10.8K.
  • Adirondack Retirement Specialists first reported a position in Polaris in Q1 2023 and held it in 1 quarter.
  • Adirondack Retirement Specialists's Polaris position peaked at $10.8K in Q1 2023.
  • 461 funds tracked by Wall St. Rank held Polaris as of Q2 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q2 2023, filed 27 Jul 2023.