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Crewe Advisors’s Polaris PII Stock Holding History

Crewe 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
2025
Q1 		– Sell
-3
Closed -$173 – 742
2024
Q4 		$173 Buy
+3
New +$209 ﹤0.01% 633
2024
Q3 		– Sell
-40
Closed -$3.13K – 924
2024
Q2 		$3.13K Sell
40
-58
-59% -$4.91K ﹤0.01% 852
2024
Q1 		$9.81K Buy
98
+58
+145% +$5.33K ﹤0.01% 621
2023
Q4 		$3.79K Hold
40
– – ﹤0.01% 265
2023
Q3 		$4.17K Hold
40
– – ﹤0.01% 304
2023
Q2 		$4.84K Sell
40
-100
-71% -$11.1K ﹤0.01% 467
2023
Q1 		$15.5K Hold
140
– – ﹤0.01% 477
2022
Q4 		$14.1K Hold
140
– – ﹤0.01% 478
2022
Q3 		$13K Hold
140
– – ﹤0.01% 589
2022
Q2 		$14K Hold
140
– – ﹤0.01% 522
2022
Q1 		$15K Hold
140
– – ﹤0.01% 326
2021
Q4 		$15K Buy
+140
New +$16.5K ﹤0.01% 290

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Crewe Advisors's PII Position: Q1 2025 in Review

Crewe Advisors sold out of Polaris (PII) in Q1 2025, closing a stake of 3 shares — an estimated $173 sold.

Crewe Advisors first reported a position in PII in Q4 2021 and held it in 12 quarters. The position peaked at $15.5K in Q1 2023. 393 funds tracked by Wall St. Rank hold PII as of Q1 2025.

  • Crewe Advisors reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
  • Crewe Advisors sold 3 Polaris shares in Q1 2025, an estimated $173.
  • Crewe Advisors first reported a position in Polaris in Q4 2021 and held it in 12 quarters.
  • Crewe Advisors's Polaris position peaked at $15.5K in Q1 2023.
  • 393 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on Crewe Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.