Focus Financial Network’s Polaris PII Stock Holding History

Focus Financial Network’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 Q4	–	Sell	-2,681	Closed	-$256K	–	501
2022 Q3	$256K	Sell	2,681 -71	-3%	-$7.96K	0.02%	397
2022 Q2	$273K	Buy	+2,752	New	+$285K	0.02%	404
2020 Q4	–	Sell	-2,261	Closed	-$213K	–	463
2020 Q3	$213K	Buy	2,261 +87	+4%	+$8.57K	0.02%	414
2020 Q2	$201K	Buy	+2,174	New	+$166K	0.02%	375
2020 Q1	–	Sell	-1,973	Closed	-$201K	–	407
2019 Q4	$201K	Buy	+1,973	New	+$191K	0.02%	398

Other funds holding PII

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

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

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, Massachusetts $95.5B AUM 28.4% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Focus Financial Network's PII Position: Q4 2022 in Review

Focus Financial Network sold out of Polaris (PII) in Q4 2022, closing a stake of 2,681 shares — an estimated $256K sold.

Focus Financial Network first reported a position in PII in Q4 2019 and held it in 5 quarters. The position peaked at $273K in Q2 2022. 459 funds tracked by Wall St. Rank hold PII as of Q4 2022.

Focus Financial Network reported no remaining Polaris position as of Q4 2022 after selling out during the quarter.
Focus Financial Network sold 2,681 Polaris shares in Q4 2022, an estimated $256K.
Focus Financial Network first reported a position in Polaris in Q4 2019 and held it in 5 quarters.
Focus Financial Network's Polaris position peaked at $273K in Q2 2022.
459 funds tracked by Wall St. Rank held Polaris as of Q4 2022.

Based on Focus Financial Network's 13F filing for Q4 2022, filed 24 Jul 2024.