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HighPoint Advisor Group’s Polaris PII Stock Holding History

HighPoint Advisor 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
Q4 		– Sell
-3,612
Closed -$254K – 728
2024
Q3 		$254K Buy
3,612
+116
+3% +$9.42K 0.01% 547
2024
Q2 		$293K Sell
3,496
-1,107
-24% -$93.8K 0.02% 479
2024
Q1 		$403K Buy
4,603
+60
+1% +$5.51K 0.03% 400
2023
Q4 		$430K Buy
+4,543
New +$416K 0.03% 387
2022
Q2 		$364K Buy
+3,356
New +$348K 0.04% 353
2021
Q3 		$374K Buy
3,128
+218
+7% +$27.7K 0.04% 361
2021
Q2 		$399K Buy
2,910
+211
+8% +$28.6K 0.04% 343
2021
Q1 		$373K Buy
2,699
+440
+19% +$53.6K 0.04% 328
2020
Q4 		$275K Buy
2,259
+77
+4% +$7.37K 0.03% 368
2020
Q3 		$219K Buy
+2,182
New +$215K 0.04% 332
2020
Q1 		– Sell
-2,338
Closed -$214K – 387
2019
Q4 		$214K Buy
2,338
+15
+0.6% +$1.46K 0.04% 319
2019
Q3 		$240K Buy
2,323
+2
+0.1% +$173 0.05% 286
2019
Q2 		$191K Buy
2,321
+78
+3% +$7.1K 0.04% 317
2019
Q1 		$208K Buy
+2,243
New +$190K 0.05% 304
2018
Q4 		– Sell
-2,121
Closed -$197K – 353
2018
Q3 		$197K Buy
2,121
+11
+0.5% +$1.23K 0.05% 302
2018
Q2 		$226K Buy
2,110
+40
+2% +$4.68K 0.06% 288
2018
Q1 		$261K Buy
2,070
+100
+5% +$12K 0.07% 262
2017
Q4 		$224K Buy
1,970
+25
+1% +$2.97K 0.06% 262
2017
Q3 		$230K Buy
+1,945
New +$184K 0.07% 242

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

HighPoint Advisor Group's PII Position: Q4 2024 in Review

HighPoint Advisor Group sold out of Polaris (PII) in Q4 2024, closing a stake of 3,612 shares — an estimated $254K sold.

HighPoint Advisor Group first reported a position in PII in Q3 2017 and held it in 19 quarters. The position peaked at $430K in Q4 2023. 436 funds tracked by Wall St. Rank hold PII as of Q4 2024.

  • HighPoint Advisor Group reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
  • HighPoint Advisor Group sold 3,612 Polaris shares in Q4 2024, an estimated $254K.
  • HighPoint Advisor Group first reported a position in Polaris in Q3 2017 and held it in 19 quarters.
  • HighPoint Advisor Group's Polaris position peaked at $430K in Q4 2023.
  • 436 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

Based on HighPoint Advisor Group's 13F filing for Q4 2024, filed 12 Feb 2025.