Paladin Advisory Group’s Polaris PII Stock Holding History

Paladin Advisory Group’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
2022 Q2	–	Sell	-70	Closed	-$7.25K	–	454
2022 Q1	$7K	Buy	+70	New	+$7.98K	0.01%	240

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

Paladin Advisory Group's PII Position: Q2 2022 in Review

Paladin Advisory Group sold out of Polaris (PII) in Q2 2022, closing a stake of 70 shares — an estimated $7.25K sold.

Paladin Advisory Group first reported a position in PII in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 435 funds tracked by Wall St. Rank hold PII as of Q2 2022.

Paladin Advisory Group reported no remaining Polaris position as of Q2 2022 after selling out during the quarter.
Paladin Advisory Group sold 70 Polaris shares in Q2 2022, an estimated $7.25K.
Paladin Advisory Group first reported a position in Polaris in Q1 2022 and held it in 1 quarter.
Paladin Advisory Group's Polaris position peaked at $7K in Q1 2022.
435 funds tracked by Wall St. Rank held Polaris as of Q2 2022.

Based on Paladin Advisory Group's 13F filing for Q2 2022, filed 6 Jul 2022.