SWS
PII icon

SYSTM Wealth Solutions’s Polaris PII Stock Holding History

SYSTM Wealth Solutions’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
-792
Closed -$79.3K – 887
2024
Q1 		$79.3K Buy
792
+16
+2% +$1.47K 0.01% 509
2023
Q4 		$73.5K Buy
+776
New +$71.1K 0.01% 509

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SYSTM Wealth Solutions's PII Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Polaris (PII) in Q2 2024, closing a stake of 792 shares — an estimated $79.3K sold.

SYSTM Wealth Solutions first reported a position in PII in Q4 2023 and held it in 2 quarters. The position peaked at $79.3K in Q1 2024. 446 funds tracked by Wall St. Rank hold PII as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Polaris position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 792 Polaris shares in Q2 2024, an estimated $79.3K.
  • SYSTM Wealth Solutions first reported a position in Polaris in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Polaris position peaked at $79.3K in Q1 2024.
  • 446 funds tracked by Wall St. Rank held Polaris as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.