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Wealth Advisors of Tampa Bay’s Polaris PII Stock Holding History

Wealth Advisors of Tampa Bay’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
2020
Q2 		– Sell
-8,860
Closed -$427K – 69
2020
Q1 		$427K Sell
8,860
-465
-5% -$38.1K 0.48% 52
2019
Q4 		$948K Sell
9,325
-370
-4% -$35.9K 0.87% 40
2019
Q3 		$853K Sell
9,695
-360
-4% -$31.2K 0.71% 47
2019
Q2 		$917K Sell
10,055
-465
-4% -$42.3K 0.67% 49
2019
Q1 		$888K Sell
10,520
-60
-0.6% -$5.09K 0.64% 48
2018
Q4 		$812K Sell
10,580
-45
-0.4% -$4.04K 0.66% 45
2018
Q3 		$1.07M Buy
+10,625
New +$1.19M 0.75% 43

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealth Advisors of Tampa Bay's PII Position: Q2 2020 in Review

Wealth Advisors of Tampa Bay sold out of Polaris (PII) in Q2 2020, closing a stake of 8,860 shares — an estimated $427K sold.

Wealth Advisors of Tampa Bay first reported a position in PII in Q3 2018 and held it in 7 quarters. The position peaked at $1.07M in Q3 2018. 418 funds tracked by Wall St. Rank hold PII as of Q2 2020.

  • Wealth Advisors of Tampa Bay reported no remaining Polaris position as of Q2 2020 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 8,860 Polaris shares in Q2 2020, an estimated $427K.
  • Wealth Advisors of Tampa Bay first reported a position in Polaris in Q3 2018 and held it in 7 quarters.
  • Wealth Advisors of Tampa Bay's Polaris position peaked at $1.07M in Q3 2018.
  • 418 funds tracked by Wall St. Rank held Polaris as of Q2 2020.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q2 2020, filed 11 Aug 2020.