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Cahill Financial Advisors’s Polaris PII Stock Holding History

Cahill Financial 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
Q4 		– Sell
-34
Closed -$4K – 605
2021
Q3 		$4K Buy
+34
New +$4.32K ﹤0.01% 726

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 $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Cahill Financial Advisors's PII Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Polaris (PII) in Q4 2021, closing a stake of 34 shares — an estimated $4K sold.

Cahill Financial Advisors first reported a position in PII in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 496 funds tracked by Wall St. Rank hold PII as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Polaris position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 34 Polaris shares in Q4 2021, an estimated $4K.
  • Cahill Financial Advisors first reported a position in Polaris in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Polaris position peaked at $4K in Q3 2021.
  • 496 funds tracked by Wall St. Rank held Polaris as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.