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Polen Growth Investor

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

Quarters

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fairfield Financial Advisors, LTD
DECREASED
Shares3,703 from 7,673
Change-3,970 (-52%)
Value$166.8K (-$180.8K)
Filed 2025-02-07
Tucker Asset Management LLC
INCREASED
Shares1,608 from 1,528
Change+80 (+5%)
Value$72.4K (+$3.2K)
Filed 2025-02-12
Encompass Wealth Advisors, LLC
CLOSED
Shares0 from 15,241
Change-15,241 (-100%)
Value$0 (-$690.6K)
Filed 2025-01-28
Status
Fairfield Financial Advisors, LTD
DECREASED3,7037,673-3,970-52%$347.6K$166.8K-$180.8K2025-02-07
Tucker Asset Management LLC
INCREASED1,6081,528+80+5%$69.2K$72.4K+$3.2K2025-02-12
Encompass Wealth Advisors, LLC
CLOSED015,241-15,241-100%$690.6K$0-$690.6K2025-01-28
Showing 3 of 3 institutions