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Secure Asset Management’s Polaris PII Stock Holding History

Secure Asset 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
Q2 		– Sell
-3,442
Closed -$345K – 300
2024
Q1 		$345K Buy
+3,442
New +$316K 0.08% 163
2023
Q4 		– Sell
-2,012
Closed -$210K – 241
2023
Q3 		$210K Hold
2,012
– – 0.06% 203
2023
Q2 		$243K Hold
2,012
– – 0.07% 166
2023
Q1 		$223K Hold
2,012
– – 0.07% 171
2022
Q4 		$203K Buy
+2,012
New +$210K 0.07% 190

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Secure Asset Management's PII Position: Q2 2024 in Review

Secure Asset Management sold out of Polaris (PII) in Q2 2024, closing a stake of 3,442 shares — an estimated $345K sold.

Secure Asset Management first reported a position in PII in Q4 2022 and held it in 5 quarters. The position peaked at $345K in Q1 2024. 448 funds tracked by Wall St. Rank hold PII as of Q2 2024.

  • Secure Asset Management reported no remaining Polaris position as of Q2 2024 after selling out during the quarter.
  • Secure Asset Management sold 3,442 Polaris shares in Q2 2024, an estimated $345K.
  • Secure Asset Management first reported a position in Polaris in Q4 2022 and held it in 5 quarters.
  • Secure Asset Management's Polaris position peaked at $345K in Q1 2024.
  • 448 funds tracked by Wall St. Rank held Polaris as of Q2 2024.

Based on Secure Asset Management's 13F filing for Q2 2024, filed 24 Jul 2024.