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WealthShield Partners’s Polaris PII Stock Holding History

WealthShield 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
2021
Q3 		– Sell
-102
Closed -$14K – 592
2021
Q2 		$14K Sell
102
-1,152
-92% -$156K ﹤0.01% 710
2021
Q1 		$167K Sell
1,254
-1,166
-48% -$142K 0.03% 274
2020
Q4 		$231K Buy
+2,420
New +$232K 0.04% 266

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

WealthShield Partners's PII Position: Q3 2021 in Review

WealthShield Partners sold out of Polaris (PII) in Q3 2021, closing a stake of 102 shares — an estimated $14K sold.

WealthShield Partners first reported a position in PII in Q4 2020 and held it in 3 quarters. The position peaked at $231K in Q4 2020. 477 funds tracked by Wall St. Rank hold PII as of Q3 2021.

  • WealthShield Partners reported no remaining Polaris position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 102 Polaris shares in Q3 2021, an estimated $14K.
  • WealthShield Partners first reported a position in Polaris in Q4 2020 and held it in 3 quarters.
  • WealthShield Partners's Polaris position peaked at $231K in Q4 2020.
  • 477 funds tracked by Wall St. Rank held Polaris as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.