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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
Q3 		– Sell
-70
Closed -$6K – 280
2022
Q2 		$6K Buy
+70
New +$7.25K 0.01% 243
2022
Q1 		– Sell
-70
Closed -$7K – 451
2021
Q4 		$7K Buy
+70
New +$8.25K 0.01% 244

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
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

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.