GPS Wealth Strategies Group’s Polaris PII Stock Holding History

GPS Wealth Strategies 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
2024 Q3	–	Sell	-60	Closed	-$4.7K	–	1432
2024 Q2	$4.7K	Hold	60	–	–	﹤0.01%	1072
2024 Q1	$6.01K	Hold	60	–	–	﹤0.01%	968
2023 Q4	$5.69K	Hold	60	–	–	﹤0.01%	957
2023 Q3	$6.25K	Hold	60	–	–	﹤0.01%	930
2023 Q2	$7.26K	Hold	60	–	–	﹤0.01%	907
2023 Q1	$6.64K	Buy	+60	New	+$6.65K	﹤0.01%	914
2022 Q4	–	Sell	-60	Closed	-$6K	–	812
2022 Q3	$6K	Hold	60	–	–	﹤0.01%	868
2022 Q2	$6K	Hold	60	–	–	﹤0.01%	856
2022 Q1	$6K	Hold	60	–	–	﹤0.01%	818
2021 Q4	$7K	Hold	60	–	–	﹤0.01%	810
2021 Q3	$7K	Hold	60	–	–	﹤0.01%	785
2021 Q2	$8K	Hold	60	–	–	﹤0.01%	785
2021 Q1	$8K	Buy	+60	New	+$7.31K	﹤0.01%	710

Other funds holding PII

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GPS Wealth Strategies Group's PII Position: Q3 2024 in Review

GPS Wealth Strategies Group sold out of Polaris (PII) in Q3 2024, closing a stake of 60 shares — an estimated $4.7K sold.

GPS Wealth Strategies Group first reported a position in PII in Q1 2021 and held it in 13 quarters. The position peaked at $8K in Q2 2021. 440 funds tracked by Wall St. Rank hold PII as of Q3 2024.

GPS Wealth Strategies Group reported no remaining Polaris position as of Q3 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 60 Polaris shares in Q3 2024, an estimated $4.7K.
GPS Wealth Strategies Group first reported a position in Polaris in Q1 2021 and held it in 13 quarters.
GPS Wealth Strategies Group's Polaris position peaked at $8K in Q2 2021.
440 funds tracked by Wall St. Rank held Polaris as of Q3 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2024, filed 29 Oct 2024.