TD Ameritrade Investment Management’s Polaris PII Stock Holding History

TD Ameritrade Investment Management’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
2021 Q4	–	Sell	-575	Closed	-$54K	–	688
2021 Q3	$54K	Buy	575 +32	+6%	+$4.07K	﹤0.01%	317
2021 Q2	$74K	Buy	543 +2	+0.4%	+$271	﹤0.01%	308
2021 Q1	$52K	Hold	541	–	–	﹤0.01%	332
2020 Q4	$52K	Sell	541 -34	-6%	-$3.25K	﹤0.01%	332
2020 Q3	$54K	Buy	575 +96	+20%	+$9.45K	﹤0.01%	317
2020 Q2	$44K	Buy	479 +141	+42%	+$10.7K	﹤0.01%	321
2020 Q1	$16K	Buy	+338	New	+$27.7K	﹤0.01%	375
2019 Q3	–	Sell	-3	Closed	–	–	701
2019 Q2	$0	Hold	3	–	–	﹤0.01%	673
2019 Q1	$0	Hold	3	–	–	﹤0.01%	610
2018 Q4	$0	Hold	3	–	–	﹤0.01%	611
2018 Q3	$0	Sell	3 -43	-93%	-$4.8K	﹤0.01%	590
2018 Q2	$6K	Buy	+46	New	+$5.38K	﹤0.01%	251

Other funds holding PII

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

BGC

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

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

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

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

TD Ameritrade Investment Management's PII Position: Q4 2021 in Review

TD Ameritrade Investment Management sold out of Polaris (PII) in Q4 2021, closing a stake of 575 shares — an estimated $54K sold.

TD Ameritrade Investment Management first reported a position in PII in Q2 2018 and held it in 12 quarters. The position peaked at $74K in Q2 2021. 496 funds tracked by Wall St. Rank hold PII as of Q4 2021.

TD Ameritrade Investment Management reported no remaining Polaris position as of Q4 2021 after selling out during the quarter.
TD Ameritrade Investment Management sold 575 Polaris shares in Q4 2021, an estimated $54K.
TD Ameritrade Investment Management first reported a position in Polaris in Q2 2018 and held it in 12 quarters.
TD Ameritrade Investment Management's Polaris position peaked at $74K in Q2 2021.
496 funds tracked by Wall St. Rank held Polaris as of Q4 2021.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.