Moisand Fitzgerald Tamayo’s Polaris PII Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-11	Closed	-$1.15K	–	778
2023 Q3	$1.15K	Hold	11	–	–	﹤0.01%	642
2023 Q2	$1.33K	Hold	11	–	–	﹤0.01%	613
2023 Q1	$1.22K	Hold	11	–	–	﹤0.01%	642
2022 Q4	$1.11K	Buy	+11	New	+$1.15K	﹤0.01%	651
2020 Q3	–	Sell	-18	Closed	-$2K	–	353
2020 Q2	$2K	Buy	+18	New	+$1.37K	﹤0.01%	272

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moisand Fitzgerald Tamayo's PII Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Polaris (PII) in Q4 2023, closing a stake of 11 shares — an estimated $1.15K sold.

Moisand Fitzgerald Tamayo first reported a position in PII in Q2 2020 and held it in 5 quarters. The position peaked at $2K in Q2 2020. 474 funds tracked by Wall St. Rank hold PII as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Polaris position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 11 Polaris shares in Q4 2023, an estimated $1.15K.
Moisand Fitzgerald Tamayo first reported a position in Polaris in Q2 2020 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's Polaris position peaked at $2K in Q2 2020.
474 funds tracked by Wall St. Rank held Polaris as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.