Sigma Planning Corp’s Polaris PII Stock Holding History

Sigma Planning Corp’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
2023 Q2	–	Sell	-8,064	Closed	-$892K	–	1320
2023 Q1	$892K	Buy	+8,064	New	+$893K	0.03%	558

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sigma Planning Corp's PII Position: Q2 2023 in Review

Sigma Planning Corp sold out of Polaris (PII) in Q2 2023, closing a stake of 8,064 shares — an estimated $892K sold.

Sigma Planning Corp first reported a position in PII in Q1 2023 and held it in 1 quarter. The position peaked at $892K in Q1 2023. 461 funds tracked by Wall St. Rank hold PII as of Q2 2023.

Sigma Planning Corp reported no remaining Polaris position as of Q2 2023 after selling out during the quarter.
Sigma Planning Corp sold 8,064 Polaris shares in Q2 2023, an estimated $892K.
Sigma Planning Corp first reported a position in Polaris in Q1 2023 and held it in 1 quarter.
Sigma Planning Corp's Polaris position peaked at $892K in Q1 2023.
461 funds tracked by Wall St. Rank held Polaris as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.