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Diversify Advisory Services’s Polaris PII Stock Holding History

Diversify Advisory Services’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
Q3 		– Sell
-4,680
Closed -$345K – 672
2024
Q2 		$345K Sell
4,680
-28
-0.6% -$2.37K 0.02% 468
2024
Q1 		$466K Buy
+4,708
New +$432K 0.03% 447

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Diversify Advisory Services's PII Position: Q3 2024 in Review

Diversify Advisory Services sold out of Polaris (PII) in Q3 2024, closing a stake of 4,680 shares — an estimated $345K sold.

Diversify Advisory Services first reported a position in PII in Q1 2024 and held it in 2 quarters. The position peaked at $466K in Q1 2024. 440 funds tracked by Wall St. Rank hold PII as of Q3 2024.

  • Diversify Advisory Services reported no remaining Polaris position as of Q3 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 4,680 Polaris shares in Q3 2024, an estimated $345K.
  • Diversify Advisory Services first reported a position in Polaris in Q1 2024 and held it in 2 quarters.
  • Diversify Advisory Services's Polaris position peaked at $466K in Q1 2024.
  • 440 funds tracked by Wall St. Rank held Polaris as of Q3 2024.

Based on Diversify Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.