RIA
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RPG Investment Advisory’s Polaris PII Stock Holding History

RPG Investment Advisory’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
2021
Q4 		– Sell
-53
Closed -$6K – 262
2021
Q3 		$6K Hold
53
– – ﹤0.01% 252
2021
Q2 		$7K Hold
53
– – ﹤0.01% 246
2021
Q1 		$7K Hold
53
– – ﹤0.01% 251
2020
Q4 		$5K Hold
53
– – ﹤0.01% 262
2020
Q3 		$5K Hold
53
– – ﹤0.01% 239
2020
Q2 		$5K Buy
+53
New +$4.04K ﹤0.01% 246
2019
Q4 		– Sell
-114
Closed -$10K – 281
2019
Q3 		$10K Hold
114
– – ﹤0.01% 175
2019
Q2 		$10K Hold
114
– – ﹤0.01% 178
2019
Q1 		$10K Buy
+114
New +$9.67K ﹤0.01% 193

Other funds holding PII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BGC
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return