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American Portfolios Advisors’s Polaris PII Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$53.6K Sell
560
-262
-32% -$29.4K ﹤0.01% 1660
2022
Q2 		$81.6K Hold
822
– – ﹤0.01% 1509
2022
Q1 		$86.6K Buy
822
+3
+0.4% +$342 ﹤0.01% 1590
2021
Q4 		$90K Sell
819
-21
-3% -$2.47K ﹤0.01% 1565
2021
Q3 		$101K Sell
840
-135
-14% -$17.2K ﹤0.01% 1450
2021
Q2 		$134K Buy
975
+163
+20% +$22.1K 0.01% 1297
2021
Q1 		$108K Sell
812
-20
-2% -$2.44K ﹤0.01% 1285
2020
Q4 		$79.3K Buy
832
+169
+25% +$16.2K ﹤0.01% 1246
2020
Q3 		$62.5K Sell
663
-31
-4% -$3.05K ﹤0.01% 1242
2020
Q2 		$64.2K Sell
694
-3,116
-82% -$237K ﹤0.01% 1198
2020
Q1 		$183K Sell
3,810
-466
-11% -$38.2K 0.02% 677
2019
Q4 		$435K Sell
4,276
-381
-8% -$37K 0.03% 471
2019
Q3 		$410K Buy
4,657
+63
+1% +$5.46K 0.03% 456
2019
Q2 		$419K Buy
4,594
+1,047
+30% +$95.3K 0.04% 453
2019
Q1 		$299K Buy
3,547
+3,420
+2,693% +$290K 0.03% 514
2018
Q4 		$9.74K Sell
127
-44
-26% -$3.95K ﹤0.01% 1639
2018
Q3 		$17.3K Hold
171
– – ﹤0.01% 1545
2018
Q2 		$20.9K Hold
171
– – ﹤0.01% 1442
2018
Q1 		$19.6K Sell
171
-38
-18% -$4.57K ﹤0.01% 1386
2017
Q4 		$25.9K Buy
+209
New +$24.8K ﹤0.01% 1238

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
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 $609B AUM 40.19% 1-Year Est. Return

American Portfolios Advisors's PII Position: Q3 2022 in Review

American Portfolios Advisors reduced its Polaris (PII) stake by 32% in Q3 2022, selling an estimated $29.4K and leaving 560 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

American Portfolios Advisors first reported a position in PII in Q4 2017 and has held it in 20 quarters since. The position peaked at $435K in Q4 2019. 431 funds tracked by Wall St. Rank hold PII as of Q3 2022.

  • American Portfolios Advisors held 560 shares of Polaris worth $53.6K as of Q3 2022.
  • American Portfolios Advisors sold 262 Polaris shares in Q3 2022, an estimated $29.4K.
  • Polaris made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1660 holding.
  • American Portfolios Advisors first reported a position in Polaris in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Polaris position peaked at $435K in Q4 2019.
  • 431 funds tracked by Wall St. Rank held Polaris as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.