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Selective Wealth Management’s Polaris PII Stock Holding History

Selective 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
2022
Q4 		– Sell
-22
Closed -$2K – 564
2022
Q3 		$2K Buy
+22
New +$2.47K ﹤0.01% 683

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
Manulife (Manufacturers Life Insurance)
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VanEck Associates
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Selective Wealth Management's PII Position: Q4 2022 in Review

Selective Wealth Management sold out of Polaris (PII) in Q4 2022, closing a stake of 22 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in PII in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 459 funds tracked by Wall St. Rank hold PII as of Q4 2022.

  • Selective Wealth Management reported no remaining Polaris position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 22 Polaris shares in Q4 2022, an estimated $2K.
  • Selective Wealth Management first reported a position in Polaris in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's Polaris position peaked at $2K in Q3 2022.
  • 459 funds tracked by Wall St. Rank held Polaris as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.