Raymond James Financial Services Advisors’s Polaris PII Stock Holding History

Raymond James Financial Services 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 Q3	$65K	Hold	1,000	–	–	﹤0.01%	3345
2024 Q2	$65K	Buy	+1,000	New	+$84.7K	﹤0.01%	3284
2024 Q1	–	Sell	-1,000	Closed	-$85K	–	3470
2023 Q4	$85K	Hold	1,000	–	–	﹤0.01%	3146
2023 Q3	$85K	Sell	1,000 -400	-29%	-$47.5K	﹤0.01%	3096
2023 Q2	$140K	Hold	1,400	–	–	﹤0.01%	3008
2023 Q1	$140K	Buy	+1,400	New	+$155K	﹤0.01%	3002

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BGC

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James Financial Services Advisors's PII Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Polaris (PII) stake by 11% in Q3 2024, selling an estimated $483K and leaving 47,075 shares worth $3.92M. The position accounts for 0.01% of the portfolio, ranked #1361.

Raymond James Financial Services Advisors first reported a position in PII in Q4 2013 and has held it in 44 quarters since. The position peaked at $31.1M in Q1 2021. 439 funds tracked by Wall St. Rank hold PII as of Q3 2024.

Raymond James Financial Services Advisors held 47,075 shares of Polaris worth $3.92M as of Q3 2024.
Raymond James Financial Services Advisors sold 5,944 Polaris shares in Q3 2024, an estimated $483K.
Polaris made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1361 holding.
Raymond James Financial Services Advisors first reported a position in Polaris in Q4 2013 and has held it in 44 quarters since.
Raymond James Financial Services Advisors's Polaris position peaked at $31.1M in Q1 2021.
439 funds tracked by Wall St. Rank held Polaris as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.