Polaris Wealth Advisory Group, LLC Closed Holding Positions

Polaris Wealth Advisory Group, LLC

  • $1.3 Billion
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
DFS
Discover Financial Services

Financial Services
Q2 2022 Filed on Jul 12, 2022
362,071
$89.53 - $120.58 $32.4M - $43.7M
General Electric CO
Q2 2022 Filed on Jul 12, 2022
2,314
N/A
GPN
Global Payments Inc

Industrials
Q2 2022 Filed on Jul 12, 2022
315,835
$106.98 - $144.6 $33.8M - $45.7M
EWBC
East West Bancorp Inc

Financial Services
Q2 2022 Filed on Jul 12, 2022
111,694
$61.89 - $80.56 $6.91M - $9M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 12, 2022
165,066
$35.63 - $48.89 $5.88M - $8.07M
IGM
Ishares Expanded Tech Sector E

ETFs
Q2 2022 Filed on Jul 12, 2022
1,375
$47.75 - $66.17 $65.7K - $91K
SPG
Simon Property Group Inc

Real Estate
Q2 2022 Filed on Jul 12, 2022
82,709
$94.62 - $134.53 $7.83M - $11.1M
VRSK
Verisk Analytics, Inc.

Industrials
Q2 2022 Filed on Jul 12, 2022
56,219
$158.23 - $220.25 $8.9M - $12.4M
AXP
American Express CO

Financial Services
Q2 2022 Filed on Jul 12, 2022
10,908
$137.5 - $188.46 $1.5M - $2.06M
COF
Capital One Financial Corp

Financial Services
Q2 2022 Filed on Jul 12, 2022
183,574
$102.11 - $141.85 $18.7M - $26M
VLO
Valero Energy Corp

Energy
Q2 2022 Filed on Jul 12, 2022
161,585
$100.74 - $145.08 $16.3M - $23.4M
IBN
Icici Bank LTD

Financial Services
Q2 2022 Filed on Jul 12, 2022
227,227
$17.11 - $19.95 $3.89M - $4.53M
PAVE
Global X Fds Us Infrastructure

ETFs
Q2 2022 Filed on Jul 12, 2022
304,854
$22.45 - $28.45 $6.84M - $8.67M
HPP
Hudson Pacific Properties, Inc.

Real Estate
Q2 2022 Filed on Jul 12, 2022
59,460
$14.84 - $28.0 $882K - $1.66M
OKE
Oneok Inc

Energy
Q2 2022 Filed on Jul 12, 2022
407,991
$53.31 - $73.62 $21.8M - $30M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q2 2022 Filed on Jul 12, 2022
30,956
$101.86 - $134.9 $3.15M - $4.18M
ZS
Zscaler, Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
1,000
$127.81 - $252.11 $128K - $252K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q2 2022 Filed on Jul 12, 2022
329,178
$102.23 - $133.85 $33.7M - $44.1M
CSX
Csx Corp

Industrials
Q2 2022 Filed on Jul 12, 2022
1,355,897
$28.71 - $36.3 $38.9M - $49.2M
Wisdomtree Tr
Q2 2022 Filed on Jul 12, 2022
214,697
N/A
LDI
Loan Depot, Inc.

Financial Services
Q2 2022 Filed on Jul 12, 2022
25,393
$1.38 - $4.12 $35K - $105K
Ubs Ag London Branch
Q2 2022 Filed on Jul 12, 2022
323
N/A
HCA
Hca Healthcare, Inc.

Healthcare
Q2 2022 Filed on Jul 12, 2022
3,561
$168.06 - $275.16 $598K - $980K
SO
Southern CO

Utilities
Q2 2022 Filed on Jul 12, 2022
113,066
$65.39 - $76.51 $7.39M - $8.65M
UAVS
Ag Eagle Aerial Systems Inc.

Technology
Q2 2022 Filed on Jul 12, 2022
75,000
$0.58 - $1.19 $43.5K - $89.3K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2022 Filed on Jul 12, 2022
207,329
$151.48 - $184.7 $31.4M - $38.3M
VALE
Vale S.A.

Basic Materials
Q2 2022 Filed on Jul 12, 2022
412,368
$13.92 - $21.23 $5.74M - $8.75M
BAC
Bank Of America Corp

Financial Services
Q2 2022 Filed on Jul 12, 2022
627,702
$31.13 - $40.9 $19.5M - $25.7M
HBAN
Huntington Bancshares Inc

Financial Services
Q2 2022 Filed on Jul 12, 2022
13,834
$11.84 - $14.44 $164K - $200K
TXN
Texas Instruments Inc

Technology
Q2 2022 Filed on Jul 12, 2022
1,278
$150.2 - $182.71 $192K - $234K
SBAC
Sba Communications Corp

Real Estate
Q1 2022 Filed on Apr 19, 2022
5,061
$290.82 - $379.87 $1.47M - $1.92M
DD
Du Pont De Nemours, Inc.

Basic Materials
Q1 2022 Filed on Apr 19, 2022
419,782
$68.81 - $84.97 $28.9M - $35.7M
AVTR
Avantor, Inc.

Basic Materials
Q1 2022 Filed on Apr 19, 2022
69,168
$32.56 - $40.56 $2.25M - $2.81M
WHR
Whirlpool Corp

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
3,369
$172.78 - $239.47 $582K - $807K
CBOE
Cboe Global Markets, Inc.

Financial Services
Q1 2022 Filed on Apr 19, 2022
204,929
$112.94 - $128.46 $23.1M - $26.3M
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2022 Filed on Apr 19, 2022
294,794
$34.86 - $39.14 $10.3M - $11.5M
JCI
Johnson Controls International PLC

Industrials
Q1 2022 Filed on Apr 19, 2022
443,185
$60.17 - $80.38 $26.7M - $35.6M
JBL
Jabil Inc

Technology
Q1 2022 Filed on Apr 19, 2022
161,912
$52.6 - $71.29 $8.52M - $11.5M
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2022 Filed on Apr 19, 2022
4,438
$41.74 - $45.45 $185K - $202K
Kirkland Lake Gold LTD
Q1 2022 Filed on Apr 19, 2022
9,200
N/A
MKSI
Mks Instruments Inc

Technology
Q1 2022 Filed on Apr 19, 2022
89,208
$136.3 - $180.69 $12.2M - $16.1M
MU
Micron Technology Inc

Technology
Q1 2022 Filed on Apr 19, 2022
336,282
$69.4 - $97.36 $23.3M - $32.7M
NIO
Nio Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
9,800
$14.1 - $33.47 $138K - $328K
BEN
Franklin Resources Inc

Financial Services
Q1 2022 Filed on Apr 19, 2022
6,204
$26.83 - $35.96 $166K - $223K
USA
Liberty All Star Equity Fund

Financial Services
Q1 2022 Filed on Apr 19, 2022
29,376
$7.0 - $8.45 $206K - $248K
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2022 Filed on Apr 19, 2022
54,161
$122.95 - $129.16 $6.66M - $7M
BMRC
Bank Of Marin Bancorp

Financial Services
Q1 2022 Filed on Apr 19, 2022
5,400
$33.98 - $39.57 $183K - $214K
FAST
Fastenal CO

Industrials
Q1 2022 Filed on Apr 19, 2022
3,224
$49.62 - $62.33 $160K - $201K
LEA
Lear Corp

Consumer Cyclical
Q1 2022 Filed on Apr 19, 2022
10,185
$129.13 - $192.81 $1.32M - $1.96M
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