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WealthPLAN Partners’s Polaris PII Stock Holding History

WealthPLAN Partners’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
-106
Closed -$12.8K – 904
2023
Q2 		$12.8K Sell
106
-101
-49% -$11.2K ﹤0.01% 751
2023
Q1 		$22.9K Sell
207
-4,779
-96% -$529K ﹤0.01% 699
2022
Q4 		$586K Buy
+4,986
New +$519K 0.04% 237
2022
Q1 		$13.6M Buy
142,910
+50,505
+55% +$5.76M 0.94% 34
2021
Q4 		$10.4M Buy
92,405
+17,448
+23% +$2.06M 0.69% 51
2021
Q3 		$8.34M Buy
+74,957
New +$9.53M 0.55% 59

Other funds holding PII

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $225B AUM 49.49% 1-Year Est. Return

WealthPLAN Partners's PII Position: Q3 2023 in Review

WealthPLAN Partners sold out of Polaris (PII) in Q3 2023, closing a stake of 106 shares — an estimated $12.8K sold.

WealthPLAN Partners first reported a position in PII in Q3 2021 and held it in 6 quarters. The position peaked at $13.6M in Q1 2022. 480 funds tracked by Wall St. Rank hold PII as of Q3 2023.

  • WealthPLAN Partners reported no remaining Polaris position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 106 Polaris shares in Q3 2023, an estimated $12.8K.
  • WealthPLAN Partners first reported a position in Polaris in Q3 2021 and held it in 6 quarters.
  • WealthPLAN Partners's Polaris position peaked at $13.6M in Q1 2022.
  • 480 funds tracked by Wall St. Rank held Polaris as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.