Polaris Wealth Advisory Group, LLC Purchases and Sells in Q3 2023

Polaris Wealth Advisory Group, LLC

  • $1.3 Billion
  • Q3 2023

Top Buys

Incresed Positions

61 operations
Stock Shares change Price Range Shares Held Trade History
141K
+ 77.28%
$170.43 - $196.45 $24M - $27.7M
323K $55.3M
72K
+ 193.67%
$172.87 - $193.41 $12.5M - $13.9M
109K $19.7M
202K
+ 30.55%
$48.57 - $50.82 $9.82M - $10.3M
864K $42M
48K
+ 127.84%
$152.88 - $171.04 $7.34M - $8.21M
85.6K $14.4M
89.7K
+ 196.33%
$89.42 - $110.48 $8.02M - $9.91M
135K $12.9M
15.5K
+ 533.72%
$408.55 - $493.55 $6.33M - $7.65M
18.4K $8M
View all

New Holdings

49 operations
Stock Shares change Price Range Shares Held Trade History
147K
New
$91.38 - $115.12 $13.5M - $17M
147K $13.6M
97.3K
New
$134.04 - $153.99 $13M - $15M
97.3K $13.5M
473K
New
$27.56 - $28.96 $13M - $13.7M
473K $13M
134K
New
$80.71 - $81.38 $10.8M - $10.9M
134K $10.8M
141K
New
$72.38 - $76.06 $10.2M - $10.7M
141K $10.2M
180K
New
$42.11 - $49.46 $7.57M - $8.89M
180K $8.27M
View all

Top Sells

Reduced Positions

59 operations
Stock Shares change Price Range Shares Held Trade History
-70.6K
- 85.23%
$283.25 - $325.48 $20M - $23M
12.2K $3.67M
-265K
- 59.66%
$54.2 - $67.94 $14.4M - $18M
179K $9.85M
-87.5K
- 37.13%
$153.49 - $165.25 $13.4M - $14.5M
148K $23.7M
-135K
- 76.32%
$81.65 - $94.67 $11M - $12.7M
41.8K $3.41M
-10.4K
- 33.07%
$808.36 - $922.89 $8.41M - $9.6M
21K $17.5M
-37.9K
- 25.8%
$109.48 - $136.47 $4.15M - $5.18M
109K $12.1M
View all
Activity Summary
Buys All Purchases 110 New Holdings 49 Increased Positions 61 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Polaris Wealth Advisory Group, LLC Portfolio

Follow Polaris Wealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Polaris Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Polaris Wealth Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email