Atria Wealth Solutions’s Polaris PII Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-2,072	Closed	-$207K	–	2032
2024 Q1	$207K	Buy	+2,072	New	+$190K	﹤0.01%	1805
2023 Q4	–	Sell	-2,152	Closed	-$224K	–	2004
2023 Q3	$224K	Sell	2,152 -331	-13%	-$39.3K	﹤0.01%	1618
2023 Q2	$300K	Sell	2,483 -29	-1%	-$3.21K	﹤0.01%	1440
2023 Q1	$278K	Sell	2,512 -21	-0.8%	-$2.33K	﹤0.01%	1464
2022 Q4	$256K	Buy	2,533 +99	+4%	+$10.3K	﹤0.01%	1452
2022 Q3	$233K	Buy	+2,434	New	+$273K	﹤0.01%	1468
2022 Q2	–	Sell	-5,955	Closed	-$627K	–	1832
2022 Q1	$627K	Buy	+5,955	New	+$679K	0.01%	938

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 $3.37T AUM 44.26% 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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's PII Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Polaris (PII) in Q2 2024, closing a stake of 2,072 shares — an estimated $207K sold.

Atria Wealth Solutions first reported a position in PII in Q1 2022 and held it in 7 quarters. The position peaked at $627K in Q1 2022. 447 funds tracked by Wall St. Rank hold PII as of Q2 2024.

Atria Wealth Solutions reported no remaining Polaris position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 2,072 Polaris shares in Q2 2024, an estimated $207K.
Atria Wealth Solutions first reported a position in Polaris in Q1 2022 and held it in 7 quarters.
Atria Wealth Solutions's Polaris position peaked at $627K in Q1 2022.
447 funds tracked by Wall St. Rank held Polaris as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.