Ashton Thomas Private Wealth’s Polaris PII Stock Holding History

Ashton Thomas Private Wealth’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	–	Sell	-1,147	Closed	-$89.8K	–	1486
2024 Q2	$89.8K	Buy	+1,147	New	+$97.2K	﹤0.01%	778
2020 Q1	–	Sell	-3,357	Closed	-$341K	–	236
2019 Q4	$341K	Buy	3,357 +274	+9%	+$26.6K	0.11%	174
2019 Q3	$271K	Buy	3,083 +251	+9%	+$21.8K	0.11%	160
2019 Q2	$258K	Buy	2,832 +367	+15%	+$33.4K	0.1%	163
2019 Q1	$208K	Buy	+2,465	New	+$209K	0.09%	181

Other funds holding PII

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ashton Thomas Private Wealth's PII Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Polaris (PII) in Q3 2024, closing a stake of 1,147 shares — an estimated $89.8K sold.

Ashton Thomas Private Wealth first reported a position in PII in Q1 2019 and held it in 5 quarters. The position peaked at $341K in Q4 2019. 440 funds tracked by Wall St. Rank hold PII as of Q3 2024.

Ashton Thomas Private Wealth reported no remaining Polaris position as of Q3 2024 after selling out during the quarter.
Ashton Thomas Private Wealth sold 1,147 Polaris shares in Q3 2024, an estimated $89.8K.
Ashton Thomas Private Wealth first reported a position in Polaris in Q1 2019 and held it in 5 quarters.
Ashton Thomas Private Wealth's Polaris position peaked at $341K in Q4 2019.
440 funds tracked by Wall St. Rank held Polaris as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.