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BKM Wealth Management’s Polaris PII Stock Holding History

BKM 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
2024
Q1 		– Sell
-330
Closed -$31.3K – 452
2023
Q4 		$31.3K Buy
+330
New +$30.2K 0.01% 315

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BKM Wealth Management's PII Position: Q1 2024 in Review

BKM Wealth Management sold out of Polaris (PII) in Q1 2024, closing a stake of 330 shares — an estimated $31.3K sold.

BKM Wealth Management first reported a position in PII in Q4 2023 and held it in 1 quarter. The position peaked at $31.3K in Q4 2023. 461 funds tracked by Wall St. Rank hold PII as of Q1 2024.

  • BKM Wealth Management reported no remaining Polaris position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 330 Polaris shares in Q1 2024, an estimated $31.3K.
  • BKM Wealth Management first reported a position in Polaris in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Polaris position peaked at $31.3K in Q4 2023.
  • 461 funds tracked by Wall St. Rank held Polaris as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.