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Founders Financial Alliance’s Polaris PII Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-81
Closed -$7K – 1018
2020
Q3 		$7K Buy
+81
New +$7.98K ﹤0.01% 883

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Founders Financial Alliance's PII Position: Q4 2020 in Review

Founders Financial Alliance sold out of Polaris (PII) in Q4 2020, closing a stake of 81 shares — an estimated $7K sold.

Founders Financial Alliance first reported a position in PII in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 462 funds tracked by Wall St. Rank hold PII as of Q4 2020.

  • Founders Financial Alliance reported no remaining Polaris position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 81 Polaris shares in Q4 2020, an estimated $7K.
  • Founders Financial Alliance first reported a position in Polaris in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Polaris position peaked at $7K in Q3 2020.
  • 462 funds tracked by Wall St. Rank held Polaris as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.