Smith Salley Wealth Management’s Polaris PII Stock Holding History

Smith Salley 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 Q2	–	Sell	-13,107	Closed	-$1.38M	–	240
2022 Q1	$1.38M	Buy	13,107 +535	+4%	+$61K	0.1%	122
2021 Q4	$1.38M	Sell	12,572 -196	-2%	-$23.1K	0.1%	128
2021 Q3	$1.53M	Buy	12,768 +621	+5%	+$78.9K	0.12%	120
2021 Q2	$1.66M	Sell	12,147 -44	-0.4%	-$5.96K	0.13%	109
2021 Q1	$1.63M	Sell	12,191 -6,442	-35%	-$785K	0.15%	100
2020 Q4	$1.77M	Buy	+18,633	New	+$1.78M	0.18%	91

Other funds holding PII

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

CIM

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

SPF

Steven Patrick Farmer $6.42B AUM

Smith Salley Wealth Management's PII Position: Q2 2022 in Review

Smith Salley Wealth Management sold out of Polaris (PII) in Q2 2022, closing a stake of 13,107 shares — an estimated $1.38M sold.

Smith Salley Wealth Management first reported a position in PII in Q4 2020 and held it in 6 quarters. The position peaked at $1.77M in Q4 2020. 436 funds tracked by Wall St. Rank hold PII as of Q2 2022.

Smith Salley Wealth Management reported no remaining Polaris position as of Q2 2022 after selling out during the quarter.
Smith Salley Wealth Management sold 13,107 Polaris shares in Q2 2022, an estimated $1.38M.
Smith Salley Wealth Management first reported a position in Polaris in Q4 2020 and held it in 6 quarters.
Smith Salley Wealth Management's Polaris position peaked at $1.77M in Q4 2020.
436 funds tracked by Wall St. Rank held Polaris as of Q2 2022.

Based on Smith Salley Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.