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Iron Horse Wealth Management’s Polaris PII Stock Holding History

Iron Horse 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
2022
Q1 		– Sell
-7
Closed -$1K – 256
2021
Q4 		$1K Hold
7
– – ﹤0.01% 199
2021
Q3 		$1K Buy
+7
New +$890 ﹤0.01% 186

Other funds holding PII

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Iron Horse Wealth Management's PII Position: Q1 2022 in Review

Iron Horse Wealth Management sold out of Polaris (PII) in Q1 2022, closing a stake of 7 shares — an estimated $1K sold.

Iron Horse Wealth Management first reported a position in PII in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 453 funds tracked by Wall St. Rank hold PII as of Q1 2022.

  • Iron Horse Wealth Management reported no remaining Polaris position as of Q1 2022 after selling out during the quarter.
  • Iron Horse Wealth Management sold 7 Polaris shares in Q1 2022, an estimated $1K.
  • Iron Horse Wealth Management first reported a position in Polaris in Q3 2021 and held it in 2 quarters.
  • Iron Horse Wealth Management's Polaris position peaked at $1K in Q4 2021.
  • 453 funds tracked by Wall St. Rank held Polaris as of Q1 2022.

Based on Iron Horse Wealth Management's 13F filing for Q1 2022, filed 11 Apr 2022.