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Philip James Wealth Mangement’s Polaris PII Stock Holding History

Philip James Wealth Mangement’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
Q1 		– Sell
-2,257
Closed -$214K – 84
2023
Q4 		$214K Buy
+2,257
New +$207K 0.17% 70

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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Philip James Wealth Mangement's PII Position: Q1 2024 in Review

Philip James Wealth Mangement sold out of Polaris (PII) in Q1 2024, closing a stake of 2,257 shares — an estimated $214K sold.

Philip James Wealth Mangement first reported a position in PII in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 461 funds tracked by Wall St. Rank hold PII as of Q1 2024.

  • Philip James Wealth Mangement reported no remaining Polaris position as of Q1 2024 after selling out during the quarter.
  • Philip James Wealth Mangement sold 2,257 Polaris shares in Q1 2024, an estimated $214K.
  • Philip James Wealth Mangement first reported a position in Polaris in Q4 2023 and held it in 1 quarter.
  • Philip James Wealth Mangement's Polaris position peaked at $214K in Q4 2023.
  • 461 funds tracked by Wall St. Rank held Polaris as of Q1 2024.

Based on Philip James Wealth Mangement's 13F filing for Q1 2024, filed 29 Apr 2024.