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Personal CFO Solutions’s Polaris PII Stock Holding History

Personal CFO Solutions’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
2021
Q3 		– Sell
-1,660
Closed -$227K – 468
2021
Q2 		$227K Buy
+1,660
New +$225K 0.05% 377

Other funds holding PII

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Personal CFO Solutions's PII Position: Q3 2021 in Review

Personal CFO Solutions sold out of Polaris (PII) in Q3 2021, closing a stake of 1,660 shares — an estimated $227K sold.

Personal CFO Solutions first reported a position in PII in Q2 2021 and held it in 1 quarter. The position peaked at $227K in Q2 2021. 477 funds tracked by Wall St. Rank hold PII as of Q3 2021.

  • Personal CFO Solutions reported no remaining Polaris position as of Q3 2021 after selling out during the quarter.
  • Personal CFO Solutions sold 1,660 Polaris shares in Q3 2021, an estimated $227K.
  • Personal CFO Solutions first reported a position in Polaris in Q2 2021 and held it in 1 quarter.
  • Personal CFO Solutions's Polaris position peaked at $227K in Q2 2021.
  • 477 funds tracked by Wall St. Rank held Polaris as of Q3 2021.

Based on Personal CFO Solutions's 13F filing for Q3 2021, filed 18 Nov 2021.