Lumature Wealth Partners’s Polaris PII Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$8.34K	Hold	69	–	–	0.01%	320
2023 Q1	$7.63K	Hold	69	–	–	﹤0.01%	318
2022 Q4	$6.97K	Hold	69	–	–	﹤0.01%	320
2022 Q3	$7K	Hold	69	–	–	﹤0.01%	328
2022 Q2	$7K	Hold	69	–	–	﹤0.01%	339
2022 Q1	$7K	Hold	69	–	–	﹤0.01%	364
2021 Q4	$8K	Hold	69	–	–	﹤0.01%	351
2021 Q3	$8K	Hold	69	–	–	﹤0.01%	347
2021 Q2	$9K	Hold	69	–	–	﹤0.01%	301
2021 Q1	$9K	Buy	+69	New	+$8.41K	﹤0.01%	294

Other funds holding PII

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

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 $3.37T AUM 44.26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

CIM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lumature Wealth Partners's PII Position: Q2 2023 in Review

Lumature Wealth Partners held its Polaris (PII) position steady in Q2 2023 at 69 shares worth $8.34K. The position accounts for 0.01% of the portfolio, ranked #320.

Lumature Wealth Partners first reported a position in PII in Q1 2021 and has held it in 10 quarters since. The position peaked at $9K in Q2 2021. 462 funds tracked by Wall St. Rank hold PII as of Q2 2023.

Lumature Wealth Partners held 69 shares of Polaris worth $8.34K as of Q2 2023.
Lumature Wealth Partners left its Polaris share count unchanged in Q2 2023.
Polaris made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #320 holding.
Lumature Wealth Partners first reported a position in Polaris in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Polaris position peaked at $9K in Q2 2021.
462 funds tracked by Wall St. Rank held Polaris as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.