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V Wealth Advisors’s Polaris PII Stock Holding History

V Wealth 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
2021
Q2 		– Sell
-3,710
Closed -$495K – 475
2021
Q1 		$495K Sell
3,710
-100
-3% -$12.2K 0.09% 248
2020
Q4 		$363K Sell
3,810
-100
-3% -$9.57K 0.08% 270
2020
Q3 		$369K Buy
+3,910
New +$385K 0.26% 104

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

V Wealth Advisors's PII Position: Q2 2021 in Review

V Wealth Advisors sold out of Polaris (PII) in Q2 2021, closing a stake of 3,710 shares — an estimated $495K sold.

V Wealth Advisors first reported a position in PII in Q3 2020 and held it in 3 quarters. The position peaked at $495K in Q1 2021. 503 funds tracked by Wall St. Rank hold PII as of Q2 2021.

  • V Wealth Advisors reported no remaining Polaris position as of Q2 2021 after selling out during the quarter.
  • V Wealth Advisors sold 3,710 Polaris shares in Q2 2021, an estimated $495K.
  • V Wealth Advisors first reported a position in Polaris in Q3 2020 and held it in 3 quarters.
  • V Wealth Advisors's Polaris position peaked at $495K in Q1 2021.
  • 503 funds tracked by Wall St. Rank held Polaris as of Q2 2021.

Based on V Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.