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Money Concepts Capital’s Polaris PII Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-312
Closed -$31.5K – 2213
2022
Q4 		$31.5K Buy
312
+147
+89% +$15.3K ﹤0.01% 1445
2022
Q3 		$16K Hold
165
– – ﹤0.01% 963
2022
Q2 		$17K Sell
165
-364
-69% -$37.7K ﹤0.01% 926
2022
Q1 		$56K Buy
+529
New +$60.3K ﹤0.01% 1191

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
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Money Concepts Capital's PII Position: Q1 2023 in Review

Money Concepts Capital sold out of Polaris (PII) in Q1 2023, closing a stake of 312 shares — an estimated $31.5K sold.

Money Concepts Capital first reported a position in PII in Q1 2022 and held it in 4 quarters. The position peaked at $56K in Q1 2022. 465 funds tracked by Wall St. Rank hold PII as of Q1 2023.

  • Money Concepts Capital reported no remaining Polaris position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 312 Polaris shares in Q1 2023, an estimated $31.5K.
  • Money Concepts Capital first reported a position in Polaris in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Polaris position peaked at $56K in Q1 2022.
  • 465 funds tracked by Wall St. Rank held Polaris as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.