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Harvest Group Wealth Management’s Polaris PII Stock Holding History

Harvest Group Wealth Management’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
Q1 		– Sell
-24
Closed -$2K – 877
2019
Q4 		$2K Hold
24
– – ﹤0.01% 655
2019
Q3 		$2K Buy
24
+12
+100% +$1.04K ﹤0.01% 744
2019
Q2 		$1K Hold
12
– – ﹤0.01% 781
2019
Q1 		$1K Buy
+12
New +$1.02K ﹤0.01% 822

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Harvest Group Wealth Management's PII Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Polaris (PII) in Q1 2020, closing a stake of 24 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in PII in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 390 funds tracked by Wall St. Rank hold PII as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Polaris position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 24 Polaris shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Polaris in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Polaris position peaked at $2K in Q4 2019.
  • 390 funds tracked by Wall St. Rank held Polaris as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.