CWA
PII icon

Clarus Wealth Advisors’s Polaris PII Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-225
Closed -$21K – 442
2019
Q2 		$21K Buy
225
+1
+0.4% +$91 0.02% 359
2019
Q1 		$19K Buy
224
+2
+0.9% +$170 0.01% 424
2018
Q4 		$17K Buy
222
+58
+35% +$5.21K 0.03% 429
2018
Q3 		$17K Buy
164
+1
+0.6% +$112 0.01% 465
2018
Q2 		$19K Buy
+163
New +$19.1K 0.01% 433

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 $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Clarus Wealth Advisors's PII Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Polaris (PII) in Q3 2019, closing a stake of 225 shares — an estimated $21K sold.

Clarus Wealth Advisors first reported a position in PII in Q2 2018 and held it in 5 quarters. The position peaked at $21K in Q2 2019. 441 funds tracked by Wall St. Rank hold PII as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Polaris position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 225 Polaris shares in Q3 2019, an estimated $21K.
  • Clarus Wealth Advisors first reported a position in Polaris in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Polaris position peaked at $21K in Q2 2019.
  • 441 funds tracked by Wall St. Rank held Polaris as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.