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LGT Financial Advisors’s Polaris PII Stock Holding History

LGT Financial 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
2024
Q4 		– Sell
-143
Closed -$11.9K – 762
2024
Q3 		$11.9K Hold
143
– – 0.03% 383
2024
Q2 		$11.2K Hold
143
– – 0.02% 445
2024
Q1 		$14.3K Hold
143
– – 0.02% 431
2023
Q4 		$13.6K Hold
143
– – 0.02% 429
2023
Q3 		$14.9K Buy
+143
New +$17K 0.02% 406

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

LGT Financial Advisors's PII Position: Q4 2024 in Review

LGT Financial Advisors sold out of Polaris (PII) in Q4 2024, closing a stake of 143 shares — an estimated $11.9K sold.

LGT Financial Advisors first reported a position in PII in Q3 2023 and held it in 5 quarters. The position peaked at $14.9K in Q3 2023. 436 funds tracked by Wall St. Rank hold PII as of Q4 2024.

  • LGT Financial Advisors reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 143 Polaris shares in Q4 2024, an estimated $11.9K.
  • LGT Financial Advisors first reported a position in Polaris in Q3 2023 and held it in 5 quarters.
  • LGT Financial Advisors's Polaris position peaked at $14.9K in Q3 2023.
  • 436 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.