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TFO Wealth Partners’s Polaris PII Stock Holding History

TFO Wealth 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
-1
Closed -$100 – 579
2024
Q1 		$100 Hold
1
– – ﹤0.01% 642
2023
Q4 		$95 Hold
1
– – ﹤0.01% 801
2023
Q3 		$121 Hold
1
– – ﹤0.01% 946
2023
Q2 		$121 Hold
1
– – ﹤0.01% 627
2023
Q1 		$111 Sell
1
-8
-89% -$886 ﹤0.01% 624
2022
Q4 		$926 Buy
+9
New +$938 ﹤0.01% 383

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 $3.37T AUM 44.26% 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 $6.4B AUM 9.79% 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

TFO Wealth Partners's PII Position: Q2 2024 in Review

TFO Wealth Partners sold out of Polaris (PII) in Q2 2024, closing a stake of 1 share — an estimated $100 sold.

TFO Wealth Partners first reported a position in PII in Q4 2022 and held it in 6 quarters. The position peaked at $926 in Q4 2022. 447 funds tracked by Wall St. Rank hold PII as of Q2 2024.

  • TFO Wealth Partners reported no remaining Polaris position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Polaris share in Q2 2024, an estimated $100.
  • TFO Wealth Partners first reported a position in Polaris in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Polaris position peaked at $926 in Q4 2022.
  • 447 funds tracked by Wall St. Rank held Polaris as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.