FGAM
PII icon

Financial Gravity Asset Management’s Polaris PII Stock Holding History

Financial Gravity Asset 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
2023
Q3 		– Sell
-121
Closed -$772 – 1624
2023
Q2 		$772 Buy
+121
New +$13.4K ﹤0.01% 879

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VanEck Associates
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Financial Gravity Asset Management's PII Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Polaris (PII) in Q3 2023, closing a stake of 121 shares — an estimated $772 sold.

Financial Gravity Asset Management first reported a position in PII in Q2 2023 and held it in 1 quarter. The position peaked at $772 in Q2 2023. 479 funds tracked by Wall St. Rank hold PII as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining Polaris position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 121 Polaris shares in Q3 2023, an estimated $772.
  • Financial Gravity Asset Management first reported a position in Polaris in Q2 2023 and held it in 1 quarter.
  • Financial Gravity Asset Management's Polaris position peaked at $772 in Q2 2023.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.