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Beacon Capital Management LLC (Tennessee)’s Polaris PII Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025
Q2 		– Sell
-75
Closed -$3.07K – 1149
2025
Q1 		$3.07K Buy
+75
New +$3.57K ﹤0.01% 864
2024
Q4 		– Sell
-17
Closed -$1.42K – 1181
2024
Q3 		$1.42K Hold
17
– – ﹤0.01% 1060
2024
Q2 		$1.34K Hold
17
– – ﹤0.01% 911
2024
Q1 		$1.7K Buy
+17
New +$1.56K ﹤0.01% 895
2023
Q4 		– Sell
-19
Closed -$2.3K – 1032
2023
Q3 		$2.3K Hold
19
– – ﹤0.01% 819
2023
Q2 		$2.3K Buy
+19
New +$2.1K ﹤0.01% 819

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RI
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Morgan Stanley
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UBS Group
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Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s PII Position: Q2 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Polaris (PII) in Q2 2025, closing a stake of 75 shares — an estimated $3.07K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in PII in Q2 2023 and held it in 6 quarters. The position peaked at $3.07K in Q1 2025. 412 funds tracked by Wall St. Rank hold PII as of Q2 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Polaris position as of Q2 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 75 Polaris shares in Q2 2025, an estimated $3.07K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Polaris in Q2 2023 and held it in 6 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Polaris position peaked at $3.07K in Q1 2025.
  • 412 funds tracked by Wall St. Rank held Polaris as of Q2 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.