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Avitas Wealth Management’s Polaris PII Stock Holding History

Avitas Wealth Management’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
Q3 		– Sell
-4,887
Closed -$669K – 207
2021
Q2 		$669K Buy
+4,887
New +$662K 0.12% 166

Other funds holding PII

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 $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
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Avitas Wealth Management's PII Position: Q3 2021 in Review

Avitas Wealth Management sold out of Polaris (PII) in Q3 2021, closing a stake of 4,887 shares — an estimated $669K sold.

Avitas Wealth Management first reported a position in PII in Q2 2021 and held it in 1 quarter. The position peaked at $669K in Q2 2021. 477 funds tracked by Wall St. Rank hold PII as of Q3 2021.

  • Avitas Wealth Management reported no remaining Polaris position as of Q3 2021 after selling out during the quarter.
  • Avitas Wealth Management sold 4,887 Polaris shares in Q3 2021, an estimated $669K.
  • Avitas Wealth Management first reported a position in Polaris in Q2 2021 and held it in 1 quarter.
  • Avitas Wealth Management's Polaris position peaked at $669K in Q2 2021.
  • 477 funds tracked by Wall St. Rank held Polaris as of Q3 2021.

Based on Avitas Wealth Management's 13F filing for Q3 2021, filed 28 Oct 2021.