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Fortem Financial Group’s Polaris PII Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-300
Closed -$29K – 368
2020
Q4 		$29K Buy
+300
New +$28.7K 0.02% 286
2020
Q1 		– Sell
-2,600
Closed -$264K – 141
2019
Q4 		$264K Hold
2,600
– – 0.2% 94
2019
Q3 		$229K Hold
2,600
– – 0.2% 96
2019
Q2 		$237K Hold
2,600
– – 0.24% 96
2019
Q1 		$220K Buy
+2,600
New +$221K 0.23% 104

Other funds holding PII

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fortem Financial Group's PII Position: Q1 2021 in Review

Fortem Financial Group sold out of Polaris (PII) in Q1 2021, closing a stake of 300 shares — an estimated $29K sold.

Fortem Financial Group first reported a position in PII in Q1 2019 and held it in 5 quarters. The position peaked at $264K in Q4 2019. 504 funds tracked by Wall St. Rank hold PII as of Q1 2021.

  • Fortem Financial Group reported no remaining Polaris position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 300 Polaris shares in Q1 2021, an estimated $29K.
  • Fortem Financial Group first reported a position in Polaris in Q1 2019 and held it in 5 quarters.
  • Fortem Financial Group's Polaris position peaked at $264K in Q4 2019.
  • 504 funds tracked by Wall St. Rank held Polaris as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.