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

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

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return