TFA
PII icon

Toth Financial Advisory’s Polaris PII Stock Holding History

Toth Financial Advisory’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
Q2 		– Sell
-5,600
Closed -$748K – 728
2021
Q1 		$748K Buy
+5,600
New +$683K 0.12% 130

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Toth Financial Advisory's PII Position: Q2 2021 in Review

Toth Financial Advisory sold out of Polaris (PII) in Q2 2021, closing a stake of 5,600 shares — an estimated $748K sold.

Toth Financial Advisory first reported a position in PII in Q1 2021 and held it in 1 quarter. The position peaked at $748K in Q1 2021. 503 funds tracked by Wall St. Rank hold PII as of Q2 2021.

  • Toth Financial Advisory reported no remaining Polaris position as of Q2 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 5,600 Polaris shares in Q2 2021, an estimated $748K.
  • Toth Financial Advisory first reported a position in Polaris in Q1 2021 and held it in 1 quarter.
  • Toth Financial Advisory's Polaris position peaked at $748K in Q1 2021.
  • 503 funds tracked by Wall St. Rank held Polaris as of Q2 2021.

Based on Toth Financial Advisory's 13F filing for Q2 2021, filed 26 Jul 2021.