TCI Wealth Advisors’s Polaris PII Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-22	Closed	-$2.43K	–	1658
2023 Q1	$2.43K	Buy	22 +6	+38%	+$665	﹤0.01%	1913
2022 Q4	$1.62K	Hold	16	–	–	﹤0.01%	2021
2022 Q3	$2K	Buy	16 +4	+33%	+$448	﹤0.01%	1971
2022 Q2	$1K	Hold	12	–	–	﹤0.01%	2187
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	2137
2021 Q4	$1K	Hold	12	–	–	﹤0.01%	2223
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	2291
2021 Q2	$2K	Hold	12	–	–	﹤0.01%	2064
2021 Q1	$2K	Hold	12	–	–	﹤0.01%	1844
2020 Q4	$1K	Hold	12	–	–	﹤0.01%	1431
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	1390
2020 Q2	$1K	Buy	+12	New	+$915	﹤0.01%	1317
2018 Q4	–	Sell	-4	Closed	–	–	1594
2018 Q3	$0	Hold	4	–	–	﹤0.01%	1545
2018 Q2	$0	Hold	4	–	–	﹤0.01%	1577
2018 Q1	$0	Sell	4 -9	-69%	-$1.08K	﹤0.01%	1415
2017 Q4	$2K	Hold	13	–	–	﹤0.01%	1041
2017 Q3	$1K	Buy	+13	New	+$1.23K	﹤0.01%	1176
2016 Q1	–	Sell	-160	Closed	-$14K	–	1388
2015 Q4	$14K	Buy	+160	New	+$17K	0.01%	501
2015 Q1	–	Sell	-17	Closed	-$3K	–	935
2014 Q4	$3K	Hold	17	–	–	﹤0.01%	672
2014 Q3	$3K	Buy	+17	New	+$2.46K	﹤0.01%	672

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

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

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

BGC

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

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

CIM

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

TCI Wealth Advisors's PII Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Polaris (PII) in Q2 2023, closing a stake of 22 shares — an estimated $2.43K sold.

TCI Wealth Advisors first reported a position in PII in Q3 2014 and held it in 20 quarters. The position peaked at $14K in Q4 2015. 460 funds tracked by Wall St. Rank hold PII as of Q2 2023.

TCI Wealth Advisors reported no remaining Polaris position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 22 Polaris shares in Q2 2023, an estimated $2.43K.
TCI Wealth Advisors first reported a position in Polaris in Q3 2014 and held it in 20 quarters.
TCI Wealth Advisors's Polaris position peaked at $14K in Q4 2015.
460 funds tracked by Wall St. Rank held Polaris as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.