RWA Wealth Partners’s Polaris PII Stock Holding History

RWA 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
2024 Q4	–	Sell	-3,000	Closed	-$250K	–	586
2024 Q3	$250K	Hold	3,000	–	–	﹤0.01%	511
2024 Q2	$235K	Hold	3,000	–	–	﹤0.01%	498
2024 Q1	$300K	Hold	3,000	–	–	﹤0.01%	458
2023 Q4	$284K	Buy	+3,000	New	+$275K	﹤0.01%	448

Other funds holding PII

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

RWA Wealth Partners's PII Position: Q4 2024 in Review

RWA Wealth Partners sold out of Polaris (PII) in Q4 2024, closing a stake of 3,000 shares — an estimated $250K sold.

RWA Wealth Partners first reported a position in PII in Q4 2023 and held it in 4 quarters. The position peaked at $300K in Q1 2024. 436 funds tracked by Wall St. Rank hold PII as of Q4 2024.

RWA Wealth Partners reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
RWA Wealth Partners sold 3,000 Polaris shares in Q4 2024, an estimated $250K.
RWA Wealth Partners first reported a position in Polaris in Q4 2023 and held it in 4 quarters.
RWA Wealth Partners's Polaris position peaked at $300K in Q1 2024.
436 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

Based on RWA Wealth Partners's 13F filing for Q4 2024, filed 12 Feb 2025.