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Sierra Summit Advisors’s Polaris PII Stock Holding History

Sierra Summit 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
2024
Q4 		– Sell
-4,059
Closed -$338K – 168
2024
Q3 		$338K Buy
4,059
+635
+19% +$51.6K 0.08% 126
2024
Q2 		$268K Buy
3,424
+468
+16% +$39.6K 0.07% 137
2024
Q1 		$296K Buy
2,956
+16
+0.5% +$1.47K 0.08% 127
2023
Q4 		$279K Buy
+2,940
New +$269K 0.08% 143

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 $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $226B AUM 44.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Sierra Summit Advisors's PII Position: Q4 2024 in Review

Sierra Summit Advisors sold out of Polaris (PII) in Q4 2024, closing a stake of 4,059 shares — an estimated $338K sold.

Sierra Summit Advisors first reported a position in PII in Q4 2023 and held it in 4 quarters. The position peaked at $338K in Q3 2024. 435 funds tracked by Wall St. Rank hold PII as of Q4 2024.

  • Sierra Summit Advisors reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
  • Sierra Summit Advisors sold 4,059 Polaris shares in Q4 2024, an estimated $338K.
  • Sierra Summit Advisors first reported a position in Polaris in Q4 2023 and held it in 4 quarters.
  • Sierra Summit Advisors's Polaris position peaked at $338K in Q3 2024.
  • 435 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

Based on Sierra Summit Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.