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McClarren Financial Advisors’s Polaris PII Stock Holding History

McClarren 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
2023
Q2 		– Sell
-2
Closed – – 433
2023
Q1 		$0 Hold
2
– – ﹤0.01% 430
2022
Q4 		$0 Buy
+2
New +$208 ﹤0.01% 437

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VanEck Associates
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

McClarren Financial Advisors's PII Position: Q2 2023 in Review

McClarren Financial Advisors sold out of Polaris (PII) in Q2 2023, closing a stake of 2 shares.

McClarren Financial Advisors first reported a position in PII in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 461 funds tracked by Wall St. Rank hold PII as of Q2 2023.

  • McClarren Financial Advisors reported no remaining Polaris position as of Q2 2023 after selling out during the quarter.
  • McClarren Financial Advisors sold 2 Polaris shares in Q2 2023.
  • McClarren Financial Advisors first reported a position in Polaris in Q4 2022 and held it in 2 quarters.
  • McClarren Financial Advisors's Polaris position peaked at $0 in Q1 2023.
  • 461 funds tracked by Wall St. Rank held Polaris as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.