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Guardian Wealth Management (Illinois)’s Polaris PII Stock Holding History

Guardian Wealth Management (Illinois)’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
2023
Q3 		– Sell
-37
Closed -$4.47K – 234
2023
Q2 		$4.47K Hold
37
– – ﹤0.01% 184
2023
Q1 		$4.07K Hold
37
– – ﹤0.01% 196
2022
Q4 		$3.69K Buy
37
+1
+3% +$104 ﹤0.01% 205
2022
Q3 		$3K Hold
36
– – ﹤0.01% 208
2022
Q2 		$4K Hold
36
– – ﹤0.01% 187
2022
Q1 		$4K Hold
36
– – ﹤0.01% 197
2021
Q4 		$4K Buy
+36
New +$4.24K ﹤0.01% 194

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VanEck Associates
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s PII Position: Q3 2023 in Review

Guardian Wealth Management (Illinois) sold out of Polaris (PII) in Q3 2023, closing a stake of 37 shares — an estimated $4.47K sold.

Guardian Wealth Management (Illinois) first reported a position in PII in Q4 2021 and held it in 7 quarters. The position peaked at $4.47K in Q2 2023. 479 funds tracked by Wall St. Rank hold PII as of Q3 2023.

  • Guardian Wealth Management (Illinois) reported no remaining Polaris position as of Q3 2023 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 37 Polaris shares in Q3 2023, an estimated $4.47K.
  • Guardian Wealth Management (Illinois) first reported a position in Polaris in Q4 2021 and held it in 7 quarters.
  • Guardian Wealth Management (Illinois)'s Polaris position peaked at $4.47K in Q2 2023.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q3 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q3 2023, filed 1 Nov 2023.