Lenox Wealth Advisors’s Polaris PII Stock Holding History

Lenox Wealth Advisors’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	-39	Closed	-$4K	–	938
2021 Q4	$4K	Hold	39	–	–	﹤0.01%	639
2021 Q3	$5K	Hold	39	–	–	﹤0.01%	562
2021 Q2	$5K	Hold	39	–	–	﹤0.01%	559
2021 Q1	$5K	Sell	39 -39	-50%	-$4.75K	﹤0.01%	510
2020 Q4	$7K	Buy	+78	New	+$7.46K	﹤0.01%	474
2020 Q2	–	Sell	-40	Closed	-$2K	–	744
2020 Q1	$2K	Buy	+40	New	+$3.28K	﹤0.01%	605
2019 Q2	–	Sell	-32	Closed	-$3K	–	534
2019 Q1	$3K	Buy	+32	New	+$2.71K	﹤0.01%	472
2018 Q2	–	Sell	-13	Closed	-$1K	–	618
2018 Q1	$1K	Buy	+13	New	+$1.56K	﹤0.01%	519
2016 Q1	–	Sell	-22	Closed	-$2K	–	372
2015 Q4	$2K	Hold	22	–	–	﹤0.01%	329
2015 Q3	$3K	Hold	22	–	–	﹤0.01%	318
2015 Q2	$3K	Hold	22	–	–	﹤0.01%	252
2015 Q1	$3K	Hold	22	–	–	﹤0.01%	287
2014 Q4	$3K	Buy	+22	New	+$3.3K	﹤0.01%	293

Other funds holding PII

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CIM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lenox Wealth Advisors's PII Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Polaris (PII) in Q1 2022, closing a stake of 39 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in PII in Q4 2014 and held it in 13 quarters. The position peaked at $7K in Q4 2020. 452 funds tracked by Wall St. Rank hold PII as of Q1 2022.

Lenox Wealth Advisors reported no remaining Polaris position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 39 Polaris shares in Q1 2022, an estimated $4K.
Lenox Wealth Advisors first reported a position in Polaris in Q4 2014 and held it in 13 quarters.
Lenox Wealth Advisors's Polaris position peaked at $7K in Q4 2020.
452 funds tracked by Wall St. Rank held Polaris as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.