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B. Riley Wealth Advisors’s Polaris PII Stock Holding History

B. Riley 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
Q2 		– Sell
-39,173
Closed -$5.22M – 1436
2021
Q1 		$5.22M Buy
+39,173
New +$4.77M 0.18% 131
2015
Q1 		– Sell
-152
Closed -$23 – 1593
2014
Q4 		$23 Buy
+152
New +$22.8K ﹤0.01% 2482
2014
Q3 		– Sell
-233
Closed -$30.4K – 1548
2014
Q2 		$30.4K Buy
+233
New +$30.9K 0.01% 1262

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Advisors's PII Position: Q2 2021 in Review

B. Riley Wealth Advisors sold out of Polaris (PII) in Q2 2021, closing a stake of 39,173 shares — an estimated $5.22M sold.

B. Riley Wealth Advisors first reported a position in PII in Q2 2014 and held it in 3 quarters. The position peaked at $5.22M in Q1 2021. 503 funds tracked by Wall St. Rank hold PII as of Q2 2021.

  • B. Riley Wealth Advisors reported no remaining Polaris position as of Q2 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 39,173 Polaris shares in Q2 2021, an estimated $5.22M.
  • B. Riley Wealth Advisors first reported a position in Polaris in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Polaris position peaked at $5.22M in Q1 2021.
  • 503 funds tracked by Wall St. Rank held Polaris as of Q2 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.