Corient Private Wealth
PII icon

Corient Private Wealth’s Polaris PII Stock Holding History

Corient Private Wealth’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
2026
Q1 		$1.21M Sell
22,559
-28,647
-56% -$1.79M ﹤0.01% 1536
2025
Q4 		$2.11M Buy
51,206
+39,428
+335% +$2.6M ﹤0.01% 1509
2025
Q3 		$685K Buy
11,778
+2,815
+31% +$152K ﹤0.01% 1627
2025
Q2 		$364K Buy
8,963
+1,909
+27% +$71.9K ﹤0.01% 1888
2025
Q1 		$289K Buy
7,054
+2,943
+72% +$140K ﹤0.01% 1876
2024
Q4 		$237K Sell
4,111
-8,658
-68% -$602K ﹤0.01% 2022
2024
Q3 		$1.06M Sell
12,769
-1,401
-10% -$114K ﹤0.01% 1375
2024
Q2 		$1.11M Buy
14,170
+763
+6% +$64.6K ﹤0.01% 1288
2024
Q1 		$1.34M Sell
13,407
-294
-2% -$27K ﹤0.01% 1211
2023
Q4 		$1.3M Sell
13,701
-1,504
-10% -$138K ﹤0.01% 1184
2023
Q3 		$1.58M Sell
15,205
-639
-4% -$75.9K ﹤0.01% 1003
2023
Q2 		$1.92M Sell
15,844
-1,885
-11% -$208K ﹤0.01% 915
2023
Q1 		$1.96M Sell
17,729
-763
-4% -$84.5K 0.01% 847
2022
Q4 		$1.87M Buy
+18,492
New +$1.93M 0.01% 723

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return