Drive Wealth Management’s Polaris PII Stock Holding History

Drive Wealth Management’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
2022 Q1	–	Sell	-4,076	Closed	-$448K	–	186
2021 Q4	$448K	Buy	+4,076	New	+$480K	0.39%	69

Other funds holding PII

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Drive Wealth Management's PII Position: Q1 2022 in Review

Drive Wealth Management sold out of Polaris (PII) in Q1 2022, closing a stake of 4,076 shares — an estimated $448K sold.

Drive Wealth Management first reported a position in PII in Q4 2021 and held it in 1 quarter. The position peaked at $448K in Q4 2021. 452 funds tracked by Wall St. Rank hold PII as of Q1 2022.

Drive Wealth Management reported no remaining Polaris position as of Q1 2022 after selling out during the quarter.
Drive Wealth Management sold 4,076 Polaris shares in Q1 2022, an estimated $448K.
Drive Wealth Management first reported a position in Polaris in Q4 2021 and held it in 1 quarter.
Drive Wealth Management's Polaris position peaked at $448K in Q4 2021.
452 funds tracked by Wall St. Rank held Polaris as of Q1 2022.

Based on Drive Wealth Management's 13F filing for Q1 2022, filed 15 Nov 2022.