Laidlaw Wealth Management’s Polaris PII Stock Holding History

Laidlaw 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
2024 Q1	–	Sell	-2,150	Closed	-$204K	–	222
2023 Q4	$204K	Hold	2,150	–	–	0.07%	230
2023 Q3	$224K	Hold	2,150	–	–	0.07%	244
2023 Q2	$260K	Hold	2,150	–	–	0.05%	287
2023 Q1	$238K	Hold	2,150	–	–	0.05%	299
2022 Q4	$217K	Hold	2,150	–	–	0.05%	320
2022 Q3	$206K	Hold	2,150	–	–	0.05%	299
2022 Q2	$213K	Hold	2,150	–	–	0.04%	333
2022 Q1	$226K	Hold	2,150	–	–	0.04%	350
2021 Q4	$236K	Buy	+2,150	New	+$253K	0.04%	354
2021 Q1	–	Sell	-2,236	Closed	-$213K	–	323
2020 Q4	$213K	Hold	2,236	–	–	0.04%	327
2020 Q3	$211K	Hold	2,236	–	–	0.09%	187
2020 Q2	$207K	Buy	+2,236	New	+$170K	0.11%	166
2020 Q1	–	Sell	-2,236	Closed	-$227K	–	168
2019 Q4	$227K	Buy	+2,236	New	+$217K	0.14%	149

Other funds holding PII

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Laidlaw Wealth Management's PII Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Polaris (PII) in Q1 2024, closing a stake of 2,150 shares — an estimated $204K sold.

Laidlaw Wealth Management first reported a position in PII in Q4 2019 and held it in 13 quarters. The position peaked at $260K in Q2 2023. 461 funds tracked by Wall St. Rank hold PII as of Q1 2024.

Laidlaw Wealth Management reported no remaining Polaris position as of Q1 2024 after selling out during the quarter.
Laidlaw Wealth Management sold 2,150 Polaris shares in Q1 2024, an estimated $204K.
Laidlaw Wealth Management first reported a position in Polaris in Q4 2019 and held it in 13 quarters.
Laidlaw Wealth Management's Polaris position peaked at $260K in Q2 2023.
461 funds tracked by Wall St. Rank held Polaris as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.