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Teamwork Financial Advisors’s Polaris PII Stock Holding History

Teamwork Financial 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
2022
Q1 		– Sell
-6,985
Closed -$768K – 313
2021
Q4 		$768K Buy
+6,985
New +$823K 0.14% 143

Other funds holding PII

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Teamwork Financial Advisors's PII Position: Q1 2022 in Review

Teamwork Financial Advisors sold out of Polaris (PII) in Q1 2022, closing a stake of 6,985 shares — an estimated $768K sold.

Teamwork Financial Advisors first reported a position in PII in Q4 2021 and held it in 1 quarter. The position peaked at $768K in Q4 2021. 452 funds tracked by Wall St. Rank hold PII as of Q1 2022.

  • Teamwork Financial Advisors reported no remaining Polaris position as of Q1 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 6,985 Polaris shares in Q1 2022, an estimated $768K.
  • Teamwork Financial Advisors first reported a position in Polaris in Q4 2021 and held it in 1 quarter.
  • Teamwork Financial Advisors's Polaris position peaked at $768K in Q4 2021.
  • 452 funds tracked by Wall St. Rank held Polaris as of Q1 2022.

Based on Teamwork Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.