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Legacy Capital Wealth Partners’s Polaris PII Stock Holding History

Legacy Capital Wealth Partners’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
2023
Q4 		– Sell
-2,253
Closed -$235K – 303
2023
Q3 		$235K Buy
+2,253
New +$268K 0.06% 245
2023
Q2 		– Sell
-2,173
Closed -$240K – 179
2023
Q1 		$240K Buy
+2,173
New +$241K 0.07% 223

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

Legacy Capital Wealth Partners's PII Position: Q4 2023 in Review

Legacy Capital Wealth Partners sold out of Polaris (PII) in Q4 2023, closing a stake of 2,253 shares — an estimated $235K sold.

Legacy Capital Wealth Partners first reported a position in PII in Q1 2023 and held it in 2 quarters. The position peaked at $240K in Q1 2023. 474 funds tracked by Wall St. Rank hold PII as of Q4 2023.

  • Legacy Capital Wealth Partners reported no remaining Polaris position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,253 Polaris shares in Q4 2023, an estimated $235K.
  • Legacy Capital Wealth Partners first reported a position in Polaris in Q1 2023 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's Polaris position peaked at $240K in Q1 2023.
  • 474 funds tracked by Wall St. Rank held Polaris as of Q4 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.