Summit Wealth Group’s Polaris PII Stock Holding History

Summit Wealth Group’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	-14,935	Closed	–	–	208
2023 Q1	$0	Buy	+14,935	New	+$1.65M	﹤0.01%	233

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

Summit Wealth Group's PII Position: Q2 2023 in Review

Summit Wealth Group sold out of Polaris (PII) in Q2 2023, closing a stake of 14,935 shares.

Summit Wealth Group first reported a position in PII in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 461 funds tracked by Wall St. Rank hold PII as of Q2 2023.

Summit Wealth Group reported no remaining Polaris position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 14,935 Polaris shares in Q2 2023.
Summit Wealth Group first reported a position in Polaris in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Polaris position peaked at $0 in Q1 2023.
461 funds tracked by Wall St. Rank held Polaris as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.