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Impact Partnership Wealth’s Polaris PII Stock Holding History

Impact Partnership Wealth’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
2025
Q1 		– Sell
-6,555
Closed -$378K – 324
2024
Q4 		$378K Buy
+6,555
New +$456K 0.08% 169
2024
Q3 		– Sell
-4,932
Closed -$386K – 275
2024
Q2 		$386K Buy
+4,932
New +$418K 0.1% 137
2024
Q1 		– Sell
-36
Closed -$3.31K – 693
2023
Q4 		$3.43K Sell
36
-447
-93% -$40.9K ﹤0.01% 620
2023
Q3 		$50.3K Buy
+483
New +$57.4K 0.02% 396

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Impact Partnership Wealth's PII Position: Q1 2025 in Review

Impact Partnership Wealth sold out of Polaris (PII) in Q1 2025, closing a stake of 6,555 shares — an estimated $378K sold.

Impact Partnership Wealth first reported a position in PII in Q3 2023 and held it in 4 quarters. The position peaked at $386K in Q2 2024. 393 funds tracked by Wall St. Rank hold PII as of Q1 2025.

  • Impact Partnership Wealth reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 6,555 Polaris shares in Q1 2025, an estimated $378K.
  • Impact Partnership Wealth first reported a position in Polaris in Q3 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Polaris position peaked at $386K in Q2 2024.
  • 393 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on Impact Partnership Wealth's 13F filing for Q1 2025, filed 5 May 2025.