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Sanctuary Wealth Management’s Polaris PII Stock Holding History

Sanctuary Wealth Management’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 		$17.3K Buy
+301
New +$20.9K 0.01% 148

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sanctuary Wealth Management's PII Position: Q4 2024 in Review

Sanctuary Wealth Management opened a new position in Polaris (PII) in Q4 2024: 301 shares worth $17.3K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings.

433 funds tracked by Wall St. Rank hold PII as of Q4 2024.

  • Sanctuary Wealth Management held 301 shares of Polaris worth $17.3K as of Q4 2024.
  • Polaris was a new Sanctuary Wealth Management position in Q4 2024.
  • Polaris made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #148 holding.
  • 433 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

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