Snowden Capital Advisors’s Polaris PII Stock Holding History

Snowden Capital 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	-2,453	Closed	-$204K	–	1251
2024 Q3	$204K	Buy	+2,453	New	+$199K	0.01%	1167
2024 Q2	–	Sell	-2,480	Closed	-$248K	–	1223
2024 Q1	$248K	Buy	+2,480	New	+$228K	0.01%	1043
2022 Q1	–	Sell	-1,319	Closed	-$144K	–	1780
2021 Q4	$144K	Buy	+1,319	New	+$155K	0.01%	742
2021 Q3	–	Sell	-1,712	Closed	-$234K	–	900
2021 Q2	$234K	Buy	1,712 +183	+12%	+$24.8K	0.01%	794
2021 Q1	$204K	Buy	+1,529	New	+$186K	0.01%	757

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

BGC

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

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

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Snowden Capital Advisors's PII Position: Q4 2024 in Review

Snowden Capital Advisors sold out of Polaris (PII) in Q4 2024, closing a stake of 2,453 shares — an estimated $204K sold.

Snowden Capital Advisors first reported a position in PII in Q1 2021 and held it in 5 quarters. The position peaked at $248K in Q1 2024. 435 funds tracked by Wall St. Rank hold PII as of Q4 2024.

Snowden Capital Advisors reported no remaining Polaris position as of Q4 2024 after selling out during the quarter.
Snowden Capital Advisors sold 2,453 Polaris shares in Q4 2024, an estimated $204K.
Snowden Capital Advisors first reported a position in Polaris in Q1 2021 and held it in 5 quarters.
Snowden Capital Advisors's Polaris position peaked at $248K in Q1 2024.
435 funds tracked by Wall St. Rank held Polaris as of Q4 2024.

Based on Snowden Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.