Sage Private Wealth Group’s Polaris PII Stock Holding History

Sage Private Wealth Group’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
2022 Q4	–	Sell	-134	Closed	-$13K	–	142
2022 Q3	$13K	Hold	134	–	–	0.02%	134
2022 Q2	$13K	Hold	134	–	–	0.02%	133
2022 Q1	$14K	Hold	134	–	–	0.01%	134
2021 Q4	$14K	Hold	134	–	–	0.02%	133
2021 Q3	$16K	Hold	134	–	–	0.02%	124
2021 Q2	$18K	Hold	134	–	–	0.02%	115
2021 Q1	$18K	Hold	134	–	–	0.03%	121
2020 Q4	$13K	Buy	+134	New	+$12.8K	0.04%	123

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

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

BGC

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CIM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sage Private Wealth Group's PII Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Polaris (PII) in Q4 2022, closing a stake of 134 shares — an estimated $13K sold.

Sage Private Wealth Group first reported a position in PII in Q4 2020 and held it in 8 quarters. The position peaked at $18K in Q2 2021. 459 funds tracked by Wall St. Rank hold PII as of Q4 2022.

Sage Private Wealth Group reported no remaining Polaris position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 134 Polaris shares in Q4 2022, an estimated $13K.
Sage Private Wealth Group first reported a position in Polaris in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Polaris position peaked at $18K in Q2 2021.
459 funds tracked by Wall St. Rank held Polaris as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.