Leverty Financial Group’s Polaris PII Stock Holding History

Leverty Financial Group’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	-361	Closed	-$39K	–	99
2021 Q4	$39K	Buy	+361	New	+$42.5K	0.03%	55

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

Leverty Financial Group's PII Position: Q1 2022 in Review

Leverty Financial Group sold out of Polaris (PII) in Q1 2022, closing a stake of 361 shares — an estimated $39K sold.

Leverty Financial Group first reported a position in PII in Q4 2021 and held it in 1 quarter. The position peaked at $39K in Q4 2021. 452 funds tracked by Wall St. Rank hold PII as of Q1 2022.

Leverty Financial Group reported no remaining Polaris position as of Q1 2022 after selling out during the quarter.
Leverty Financial Group sold 361 Polaris shares in Q1 2022, an estimated $39K.
Leverty Financial Group first reported a position in Polaris in Q4 2021 and held it in 1 quarter.
Leverty Financial Group's Polaris position peaked at $39K in Q4 2021.
452 funds tracked by Wall St. Rank held Polaris as of Q1 2022.

Based on Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.