My Personal CFO LLC’s Polaris PII Stock Holding History

My Personal CFO LLC’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	-45	Closed	-$4.54K	–	617
2022 Q4	$4.54K	Buy	+45	New	+$4.69K	﹤0.01%	377

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

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 New York $544B AUM 28.31% 1-Year Est. Return

My Personal CFO LLC's PII Position: Q1 2023 in Review

My Personal CFO LLC sold out of Polaris (PII) in Q1 2023, closing a stake of 45 shares — an estimated $4.54K sold.

My Personal CFO LLC first reported a position in PII in Q4 2022 and held it in 1 quarter. The position peaked at $4.54K in Q4 2022. 465 funds tracked by Wall St. Rank hold PII as of Q1 2023.

My Personal CFO LLC reported no remaining Polaris position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 45 Polaris shares in Q1 2023, an estimated $4.54K.
My Personal CFO LLC first reported a position in Polaris in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Polaris position peaked at $4.54K in Q4 2022.
465 funds tracked by Wall St. Rank held Polaris as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.