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TriaGen Wealth Management’s Polaris PII Stock Holding History

TriaGen Wealth 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
2023
Q3 		– Sell
-27,803
Closed -$3.36M – 170
2023
Q2 		$3.36M Buy
27,803
+592
+2% +$65.4K 1.54% 12
2023
Q1 		$3.01M Buy
+27,211
New +$3.01M 1.51% 15

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TriaGen Wealth Management's PII Position: Q3 2023 in Review

TriaGen Wealth Management sold out of Polaris (PII) in Q3 2023, closing a stake of 27,803 shares — an estimated $3.36M sold.

TriaGen Wealth Management first reported a position in PII in Q1 2023 and held it in 2 quarters. The position peaked at $3.36M in Q2 2023. 479 funds tracked by Wall St. Rank hold PII as of Q3 2023.

  • TriaGen Wealth Management reported no remaining Polaris position as of Q3 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 27,803 Polaris shares in Q3 2023, an estimated $3.36M.
  • TriaGen Wealth Management first reported a position in Polaris in Q1 2023 and held it in 2 quarters.
  • TriaGen Wealth Management's Polaris position peaked at $3.36M in Q2 2023.
  • 479 funds tracked by Wall St. Rank held Polaris as of Q3 2023.

Based on TriaGen Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.