Atlas Private Wealth Advisors’s Polaris PII Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-20	Closed	-$2K	–	555
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	677
2021 Q2	$3K	Hold	20	–	–	﹤0.01%	636
2021 Q1	$3K	Hold	20	–	–	﹤0.01%	703
2020 Q4	$2K	Hold	20	–	–	﹤0.01%	656
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	590
2020 Q2	$2K	Buy	+20	New	+$1.52K	﹤0.01%	603

Other funds holding PII

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Atlas Private Wealth Advisors's PII Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Polaris (PII) in Q4 2021, closing a stake of 20 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in PII in Q2 2020 and held it in 6 quarters. The position peaked at $3K in Q2 2021. 496 funds tracked by Wall St. Rank hold PII as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Polaris position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 20 Polaris shares in Q4 2021, an estimated $2K.
Atlas Private Wealth Advisors first reported a position in Polaris in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Polaris position peaked at $3K in Q2 2021.
496 funds tracked by Wall St. Rank held Polaris as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.