Better Money Decisions’s Polaris PII Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-42	Closed	-$4K	–	331
2022 Q2	$4K	Buy	+42	New	+$4.35K	﹤0.01%	397
2021 Q4	–	Sell	-42	Closed	-$5K	–	431
2021 Q3	$5K	Hold	42	–	–	﹤0.01%	517
2021 Q2	$6K	Hold	42	–	–	0.01%	470
2021 Q1	$6K	Buy	+42	New	+$5.12K	0.01%	426

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 $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

CIM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Better Money Decisions's PII Position: Q3 2022 in Review

Better Money Decisions sold out of Polaris (PII) in Q3 2022, closing a stake of 42 shares — an estimated $4K sold.

Better Money Decisions first reported a position in PII in Q1 2021 and held it in 4 quarters. The position peaked at $6K in Q2 2021. 431 funds tracked by Wall St. Rank hold PII as of Q3 2022.

Better Money Decisions reported no remaining Polaris position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 42 Polaris shares in Q3 2022, an estimated $4K.
Better Money Decisions first reported a position in Polaris in Q1 2021 and held it in 4 quarters.
Better Money Decisions's Polaris position peaked at $6K in Q2 2021.
431 funds tracked by Wall St. Rank held Polaris as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.