Liberty Wealth Management’s Polaris PII Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-113	Closed	-$14K	–	837
2021 Q3	$14K	Buy	113 +1	+0.9%	+$127	0.01%	746
2021 Q2	$15K	Buy	112 +1	+0.9%	+$136	0.01%	571
2021 Q1	$12K	Hold	111	–	–	0.01%	563
2020 Q4	$12K	Hold	111	–	–	0.01%	558
2020 Q3	$10K	Buy	111 +1	+0.9%	+$98	0.01%	525
2020 Q2	$10K	Buy	110 +1	+0.9%	+$76	0.01%	498
2020 Q1	$5K	Sell	109 -76	-41%	-$6.23K	﹤0.01%	587
2019 Q4	$19K	Buy	185 +1	+0.5%	+$97	0.02%	420
2019 Q3	$16K	Buy	184 +78	+74%	+$6.76K	0.02%	432
2019 Q2	$10K	Buy	+106	New	+$9.65K	0.01%	530

Other funds holding PII

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Liberty Wealth Management's PII Position: Q4 2021 in Review

Liberty Wealth Management sold out of Polaris (PII) in Q4 2021, closing a stake of 113 shares — an estimated $14K sold.

Liberty Wealth Management first reported a position in PII in Q2 2019 and held it in 10 quarters. The position peaked at $19K in Q4 2019. 496 funds tracked by Wall St. Rank hold PII as of Q4 2021.

Liberty Wealth Management reported no remaining Polaris position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 113 Polaris shares in Q4 2021, an estimated $14K.
Liberty Wealth Management first reported a position in Polaris in Q2 2019 and held it in 10 quarters.
Liberty Wealth Management's Polaris position peaked at $19K in Q4 2019.
496 funds tracked by Wall St. Rank held Polaris as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.