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Phoenix Financial’s Polaris PII Stock Holding History

Phoenix Financial’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
Q2 		– Sell
-2,700
Closed -$270K – 421
2024
Q1 		$270K Buy
+2,700
New +$248K ﹤0.01% 340
2020
Q4 		– Sell
-11,761
Closed -$1.01M – 413
2020
Q3 		$1.01M Sell
11,761
-6,065
-34% -$597K 0.04% 196
2020
Q2 		$1.56M Sell
17,826
-6,727
-27% -$513K 0.07% 182
2020
Q1 		$1.15M Buy
+24,553
New +$2.01M 0.06% 198

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 $3.37T AUM 44.26% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Phoenix Financial's PII Position: Q2 2024 in Review

Phoenix Financial sold out of Polaris (PII) in Q2 2024, closing a stake of 2,700 shares — an estimated $270K sold.

Phoenix Financial first reported a position in PII in Q1 2020 and held it in 4 quarters. The position peaked at $1.56M in Q2 2020. 447 funds tracked by Wall St. Rank hold PII as of Q2 2024.

  • Phoenix Financial reported no remaining Polaris position as of Q2 2024 after selling out during the quarter.
  • Phoenix Financial sold 2,700 Polaris shares in Q2 2024, an estimated $270K.
  • Phoenix Financial first reported a position in Polaris in Q1 2020 and held it in 4 quarters.
  • Phoenix Financial's Polaris position peaked at $1.56M in Q2 2020.
  • 447 funds tracked by Wall St. Rank held Polaris as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.