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Concord Wealth Partners’s Polaris PII Stock Holding History

Concord 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
2025
Q3 		– Sell
-130
Closed -$5.29K – 872
2025
Q2 		$5.29K Buy
+130
New +$4.9K ﹤0.01% 624
2025
Q1 		– Sell
-10
Closed -$576 – 930
2024
Q4 		$576 Buy
+10
New +$696 ﹤0.01% 851
2023
Q4 		– Sell
-636
Closed -$66.2K – 971
2023
Q3 		$66.2K Buy
+636
New +$75.6K 0.01% 337
2022
Q3 		– Sell
-22
Closed -$2K – 856
2022
Q2 		$2K Buy
22
+12
+120% +$1.24K ﹤0.01% 1047
2022
Q1 		$1K Hold
10
– – ﹤0.01% 1234
2021
Q4 		$1K Buy
+10
New +$1.18K ﹤0.01% 1251
2021
Q3 		– Sell
-10
Closed -$1K – 999
2021
Q2 		$1K Buy
+10
New +$1.36K ﹤0.01% 997

Other funds holding PII

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return