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Kathleen S. Wright Associates’s Polaris PII Stock Holding History

Kathleen S. Wright Associates’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
-129
Closed -$10.7K – 291
2024
Q3 		$10.7K Buy
+129
New +$10.5K ﹤0.01% 248

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

Kathleen S. Wright Associates's PII Position: Q4 2024 in Review

Kathleen S. Wright Associates sold out of Polaris (PII) in Q4 2024, closing a stake of 129 shares — an estimated $10.7K sold.

Kathleen S. Wright Associates first reported a position in PII in Q3 2024 and held it in 1 quarter. The position peaked at $10.7K in Q3 2024. 436 funds tracked by Wall St. Rank hold PII as of Q4 2024.

  • Kathleen S. Wright Associates reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 129 Polaris shares in Q4 2024, an estimated $10.7K.
  • Kathleen S. Wright Associates first reported a position in Polaris in Q3 2024 and held it in 1 quarter.
  • Kathleen S. Wright Associates's Polaris position peaked at $10.7K in Q3 2024.
  • 436 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2024, filed 27 Jan 2025.