Prime Capital Investment Advisors’s Polaris PII Stock Holding History

Prime Capital Investment Advisors’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
2022 Q2	–	Sell	-13,072	Closed	-$1.44M	–	427
2022 Q1	$1.44M	Hold	13,072	–	–	0.08%	147
2021 Q4	$1.44M	Buy	13,072 +202	+2%	+$23.8K	0.08%	148
2021 Q3	$1.54M	Sell	12,870 -14,876	-54%	-$1.89M	0.1%	149
2021 Q2	$3.8M	Sell	27,746 -2,989	-10%	-$405K	0.22%	96
2021 Q1	$4.1M	Sell	30,735 -11,245	-27%	-$1.37M	0.3%	69
2020 Q4	$4M	Buy	41,980 +17,403	+71%	+$1.67M	0.31%	59
2020 Q3	$2.32M	Buy	24,577 +14,741	+150%	+$1.45M	0.2%	97
2020 Q2	$910K	Buy	+9,836	New	+$750K	0.09%	154

Other funds holding PII

Capital World Investors

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Steven Patrick Farmer $6.42B AUM