Paradigm Strategies in Wealth Management’s Polaris PII Stock Holding History

Paradigm Strategies in Wealth Management’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
2024 Q4	–	Sell	-3,331	Closed	-$277K	–	54
2024 Q3	$277K	Buy	3,331 +26	+0.8%	+$2.11K	0.17%	40
2024 Q2	$259K	Buy	3,305 +28	+0.9%	+$2.37K	0.16%	41
2024 Q1	$328K	Buy	3,277 +23	+0.7%	+$2.11K	0.2%	36
2023 Q4	$308K	Buy	3,254 +23	+0.7%	+$2.11K	0.2%	36
2023 Q3	$336K	Hold	3,231	–	–	0.21%	35
2023 Q2	$391K	Hold	3,231	–	–	0.26%	28
2023 Q1	$357K	Hold	3,231	–	–	0.28%	27
2022 Q4	$326K	Buy	3,231 +513	+19%	+$53.4K	0.29%	29
2022 Q3	$260K	Hold	2,718	–	–	0.24%	31
2022 Q2	$270K	Hold	2,718	–	–	0.29%	32
2022 Q1	$286K	Hold	2,718	–	–	0.3%	33
2021 Q4	$299K	Hold	2,718	–	–	0.3%	33
2021 Q3	$325K	Buy	2,718 +1,000	+58%	+$127K	0.31%	35
2021 Q2	$235K	Hold	1,718	–	–	0.21%	40
2021 Q1	$229K	Buy	+1,718	New	+$209K	0.22%	39

Other funds holding PII

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Paradigm Strategies in Wealth Management's PII Position: Q4 2024 in Review

Paradigm Strategies in Wealth Management sold out of Polaris (PII) in Q4 2024, closing a stake of 3,331 shares — an estimated $277K sold.

Paradigm Strategies in Wealth Management first reported a position in PII in Q1 2021 and held it in 15 quarters. The position peaked at $391K in Q2 2023. 436 funds tracked by Wall St. Rank hold PII as of Q4 2024.

Paradigm Strategies in Wealth Management reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 3,331 Polaris shares in Q4 2024, an estimated $277K.
Paradigm Strategies in Wealth Management first reported a position in Polaris in Q1 2021 and held it in 15 quarters.
Paradigm Strategies in Wealth Management's Polaris position peaked at $391K in Q2 2023.
436 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.