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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 $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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return