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Wealth Quarterback’s Polaris PII Stock Holding History

Wealth Quarterback’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
Q3 		$16K Buy
129
+1
+0.8% +$127 0.01% 390
2021
Q2 		$18K Buy
+128
New +$17.4K 0.01% 373
2020
Q2 		– Sell
-157
Closed -$7.56K – 576
2020
Q1 		$7.56K Sell
157
-117
-43% -$9.6K 0.01% 532
2019
Q4 		$27.9K Buy
+274
New +$26.6K 0.02% 308

Other funds holding PII

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Quarterback's PII Position: Q3 2021 in Review

Wealth Quarterback increased its Polaris (PII) stake by 0.78% in Q3 2021, buying an estimated $127 and bringing the position to 129 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #390.

Wealth Quarterback first reported a position in PII in Q4 2019 and has held it in 4 quarters since. The position peaked at $27.9K in Q4 2019. 477 funds tracked by Wall St. Rank hold PII as of Q3 2021.

  • Wealth Quarterback held 129 shares of Polaris worth $16K as of Q3 2021.
  • Wealth Quarterback bought 1 Polaris share in Q3 2021, an estimated $127.
  • Polaris made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #390 holding.
  • Wealth Quarterback first reported a position in Polaris in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Polaris position peaked at $27.9K in Q4 2019.
  • 477 funds tracked by Wall St. Rank held Polaris as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.