Pursue Wealth Partners’s Polaris PII Stock Holding History

Pursue Wealth Partners’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
2023 Q3	–	Sell	-1,884	Closed	-$228K	–	100
2023 Q2	$228K	Hold	1,884	–	–	0.14%	88
2023 Q1	$208K	Buy	+1,884	New	+$209K	0.14%	95
2022 Q2	–	Sell	-1,884	Closed	-$195K	–	196
2022 Q1	$195K	Hold	1,884	–	–	0.08%	131
2021 Q4	$207K	Buy	+1,884	New	+$222K	0.08%	132

Other funds holding PII

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

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

BGC

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

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

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

CIM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pursue Wealth Partners's PII Position: Q3 2023 in Review

Pursue Wealth Partners sold out of Polaris (PII) in Q3 2023, closing a stake of 1,884 shares — an estimated $228K sold.

Pursue Wealth Partners first reported a position in PII in Q4 2021 and held it in 4 quarters. The position peaked at $228K in Q2 2023. 479 funds tracked by Wall St. Rank hold PII as of Q3 2023.

Pursue Wealth Partners reported no remaining Polaris position as of Q3 2023 after selling out during the quarter.
Pursue Wealth Partners sold 1,884 Polaris shares in Q3 2023, an estimated $228K.
Pursue Wealth Partners first reported a position in Polaris in Q4 2021 and held it in 4 quarters.
Pursue Wealth Partners's Polaris position peaked at $228K in Q2 2023.
479 funds tracked by Wall St. Rank held Polaris as of Q3 2023.

Based on Pursue Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.