Campbell Wealth Management’s Polaris PII Stock Holding History

Campbell 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
2020 Q3	–	Sell	-800	Closed	-$74K	–	273
2020 Q2	$74K	Buy	+800	New	+$61K	0.01%	115

Other funds holding PII

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Campbell Wealth Management's PII Position: Q3 2020 in Review

Campbell Wealth Management sold out of Polaris (PII) in Q3 2020, closing a stake of 800 shares — an estimated $74K sold.

Campbell Wealth Management first reported a position in PII in Q2 2020 and held it in 1 quarter. The position peaked at $74K in Q2 2020. 431 funds tracked by Wall St. Rank hold PII as of Q3 2020.

Campbell Wealth Management reported no remaining Polaris position as of Q3 2020 after selling out during the quarter.
Campbell Wealth Management sold 800 Polaris shares in Q3 2020, an estimated $74K.
Campbell Wealth Management first reported a position in Polaris in Q2 2020 and held it in 1 quarter.
Campbell Wealth Management's Polaris position peaked at $74K in Q2 2020.
431 funds tracked by Wall St. Rank held Polaris as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.