CFM Wealth Partners’s Polaris PII Stock Holding History

CFM Wealth Partners’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	-268	Closed	-$24K	–	379
2020 Q2	$24K	Hold	268	–	–	0.01%	348
2020 Q1	$13K	Hold	268	–	–	0.01%	412
2019 Q4	$25K	Buy	+268	New	+$26K	0.01%	338

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

CFM Wealth Partners's PII Position: Q3 2020 in Review

CFM Wealth Partners sold out of Polaris (PII) in Q3 2020, closing a stake of 268 shares — an estimated $24K sold.

CFM Wealth Partners first reported a position in PII in Q4 2019 and held it in 3 quarters. The position peaked at $25K in Q4 2019. 431 funds tracked by Wall St. Rank hold PII as of Q3 2020.

CFM Wealth Partners reported no remaining Polaris position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 268 Polaris shares in Q3 2020, an estimated $24K.
CFM Wealth Partners first reported a position in Polaris in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's Polaris position peaked at $25K in Q4 2019.
431 funds tracked by Wall St. Rank held Polaris as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.