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Sweet Financial Partners’s Polaris PII Stock Holding History

Sweet Financial Partners’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
Q2 		– Sell
-2,142
Closed -$214K – 197
2024
Q1 		$214K Buy
2,142
+2
+0.1% +$184 0.05% 187
2023
Q4 		$203K Buy
2,140
+1
+0% +$92 0.05% 178
2023
Q3 		$223K Buy
2,139
+2
+0.1% +$238 0.06% 162
2023
Q2 		$258K Sell
2,137
-95
-4% -$10.5K 0.07% 153
2023
Q1 		$247K Buy
2,232
+1
+0% +$111 0.07% 157
2022
Q4 		$225K Buy
2,231
+84
+4% +$8.75K 0.07% 155
2022
Q3 		$205K Buy
2,147
+1
+0% +$112 0.07% 157
2022
Q2 		$213K Buy
2,146
+187
+10% +$19.4K 0.07% 157
2022
Q1 		$206K Buy
+1,959
New +$223K 0.06% 162

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 $3.38T AUM 44.17% 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
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sweet Financial Partners's PII Position: Q2 2024 in Review

Sweet Financial Partners sold out of Polaris (PII) in Q2 2024, closing a stake of 2,142 shares — an estimated $214K sold.

Sweet Financial Partners first reported a position in PII in Q1 2022 and held it in 9 quarters. The position peaked at $258K in Q2 2023. 448 funds tracked by Wall St. Rank hold PII as of Q2 2024.

  • Sweet Financial Partners reported no remaining Polaris position as of Q2 2024 after selling out during the quarter.
  • Sweet Financial Partners sold 2,142 Polaris shares in Q2 2024, an estimated $214K.
  • Sweet Financial Partners first reported a position in Polaris in Q1 2022 and held it in 9 quarters.
  • Sweet Financial Partners's Polaris position peaked at $258K in Q2 2023.
  • 448 funds tracked by Wall St. Rank held Polaris as of Q2 2024.

Based on Sweet Financial Partners's 13F filing for Q2 2024, filed 18 Jul 2024.