San Luis Wealth Advisors’s Polaris PII Stock Holding History

San Luis Wealth 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
2022 Q2	–	Sell	-148	Closed	-$16K	–	329
2022 Q1	$16K	Buy	+148	New	+$16.9K	0.01%	329

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

SPF

Steven Patrick Farmer $6.42B AUM

San Luis Wealth Advisors's PII Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Polaris (PII) in Q2 2022, closing a stake of 148 shares — an estimated $16K sold.

San Luis Wealth Advisors first reported a position in PII in Q1 2022 and held it in 1 quarter. The position peaked at $16K in Q1 2022. 435 funds tracked by Wall St. Rank hold PII as of Q2 2022.

San Luis Wealth Advisors reported no remaining Polaris position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 148 Polaris shares in Q2 2022, an estimated $16K.
San Luis Wealth Advisors first reported a position in Polaris in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's Polaris position peaked at $16K in Q1 2022.
435 funds tracked by Wall St. Rank held Polaris as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.