CFG
PII icon

Copley Financial Group’s Polaris PII Stock Holding History

Copley Financial Group’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
2024
Q4 		– Sell
-15
Closed -$1.25K – 179
2024
Q3 		$1.25K Buy
+15
New +$1.22K ﹤0.01% 195

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Copley Financial Group's PII Position: Q4 2024 in Review

Copley Financial Group sold out of Polaris (PII) in Q4 2024, closing a stake of 15 shares — an estimated $1.25K sold.

Copley Financial Group first reported a position in PII in Q3 2024 and held it in 1 quarter. The position peaked at $1.25K in Q3 2024. 436 funds tracked by Wall St. Rank hold PII as of Q4 2024.

  • Copley Financial Group reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
  • Copley Financial Group sold 15 Polaris shares in Q4 2024, an estimated $1.25K.
  • Copley Financial Group first reported a position in Polaris in Q3 2024 and held it in 1 quarter.
  • Copley Financial Group's Polaris position peaked at $1.25K in Q3 2024.
  • 436 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

Based on Copley Financial Group's 13F filing for Q4 2024, filed 5 Mar 2025.