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PSI Advisors’s Polaris PII Stock Holding History

PSI 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
2024
Q4 		– Sell
-4
Closed -$333 – 906
2024
Q3 		$333 Hold
4
– – ﹤0.01% 828
2024
Q2 		$313 Hold
4
– – ﹤0.01% 813
2024
Q1 		$400 Hold
4
– – ﹤0.01% 744
2023
Q4 		$379 Hold
4
– – ﹤0.01% 810
2023
Q3 		$417 Hold
4
– – ﹤0.01% 782
2023
Q2 		$484 Hold
4
– – ﹤0.01% 770
2023
Q1 		$443 Hold
4
– – ﹤0.01% 718
2022
Q4 		$404 Hold
4
– – ﹤0.01% 714
2022
Q3 		$0 Buy
+4
New +$448 ﹤0.01% 819
2022
Q2 		– Sell
-4
Closed – – 835
2022
Q1 		$0 Hold
4
– – ﹤0.01% 781
2021
Q4 		$0 Buy
+4
New +$471 ﹤0.01% 806
2020
Q1 		– Sell
-100
Closed -$10K – 450
2019
Q4 		$10K Buy
+100
New +$9.7K 0.01% 471

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

PSI Advisors's PII Position: Q4 2024 in Review

PSI Advisors sold out of Polaris (PII) in Q4 2024, closing a stake of 4 shares — an estimated $333 sold.

PSI Advisors first reported a position in PII in Q4 2019 and held it in 12 quarters. The position peaked at $10K in Q4 2019. 435 funds tracked by Wall St. Rank hold PII as of Q4 2024.

  • PSI Advisors reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
  • PSI Advisors sold 4 Polaris shares in Q4 2024, an estimated $333.
  • PSI Advisors first reported a position in Polaris in Q4 2019 and held it in 12 quarters.
  • PSI Advisors's Polaris position peaked at $10K in Q4 2019.
  • 435 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

Based on PSI Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.