Parkworth Wealth Management’s Polaris PII Stock Holding History

Parkworth 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
2025 Q1	–	Sell	-1	Closed	-$58	–	1283
2024 Q4	$58	Buy	+1	New	+$70	﹤0.01%	1127

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Parkworth Wealth Management's PII Position: Q1 2025 in Review

Parkworth Wealth Management sold out of Polaris (PII) in Q1 2025, closing a stake of 1 share — an estimated $58 sold.

Parkworth Wealth Management first reported a position in PII in Q4 2024 and held it in 1 quarter. The position peaked at $58 in Q4 2024. 392 funds tracked by Wall St. Rank hold PII as of Q1 2025.

Parkworth Wealth Management reported no remaining Polaris position as of Q1 2025 after selling out during the quarter.
Parkworth Wealth Management sold 1 Polaris share in Q1 2025, an estimated $58.
Parkworth Wealth Management first reported a position in Polaris in Q4 2024 and held it in 1 quarter.
Parkworth Wealth Management's Polaris position peaked at $58 in Q4 2024.
392 funds tracked by Wall St. Rank held Polaris as of Q1 2025.

Based on Parkworth Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.