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Legacy Wealth Asset Management’s Polaris PII Stock Holding History

Legacy Wealth Asset 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
Q2 		– Sell
-2,647
Closed -$265K – 350
2024
Q1 		$265K Buy
+2,647
New +$243K 0.07% 315

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
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Wealth Asset Management's PII Position: Q2 2024 in Review

Legacy Wealth Asset Management sold out of Polaris (PII) in Q2 2024, closing a stake of 2,647 shares — an estimated $265K sold.

Legacy Wealth Asset Management first reported a position in PII in Q1 2024 and held it in 1 quarter. The position peaked at $265K in Q1 2024. 448 funds tracked by Wall St. Rank hold PII as of Q2 2024.

  • Legacy Wealth Asset Management reported no remaining Polaris position as of Q2 2024 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 2,647 Polaris shares in Q2 2024, an estimated $265K.
  • Legacy Wealth Asset Management first reported a position in Polaris in Q1 2024 and held it in 1 quarter.
  • Legacy Wealth Asset Management's Polaris position peaked at $265K in Q1 2024.
  • 448 funds tracked by Wall St. Rank held Polaris as of Q2 2024.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.