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Partnership Wealth Management’s Polaris PII Stock Holding History

Partnership 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
-2,044
Closed -$170K – 148
2024
Q3 		$170K Hold
2,044
– – 0.12% 77
2024
Q2 		$160K Hold
2,044
– – 0.12% 99
2024
Q1 		$205K Hold
2,044
– – 0.14% 104
2023
Q4 		$184K Buy
+2,044
New +$187K 0.14% 102

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Partnership Wealth Management's PII Position: Q4 2024 in Review

Partnership Wealth Management sold out of Polaris (PII) in Q4 2024, closing a stake of 2,044 shares — an estimated $170K sold.

Partnership Wealth Management first reported a position in PII in Q4 2023 and held it in 4 quarters. The position peaked at $205K in Q1 2024. 436 funds tracked by Wall St. Rank hold PII as of Q4 2024.

  • Partnership Wealth Management reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 2,044 Polaris shares in Q4 2024, an estimated $170K.
  • Partnership Wealth Management first reported a position in Polaris in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Polaris position peaked at $205K in Q1 2024.
  • 436 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.