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
XLY
Select Sector Spdr Consumer Di

ETFs
Q3 2021 Filed on Oct 18, 2021
47,979
$175.93 - $185.89 $8.44M - $8.92M
BP
Bp PLC

Energy
Q3 2021 Filed on Oct 18, 2021
271,882
$23.09 - $27.33 $6.28M - $7.43M
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q2 2021 Filed on Jul 23, 2021
3,620
$51.18 - $63.61 $185K - $230K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q2 2021 Filed on Jul 23, 2021
53,455
$107.1 - $146.71 $5.73M - $7.84M
SNA
Snap On Inc

Industrials
Q2 2021 Filed on Jul 23, 2021
36,930
$212.58 - $255.64 $7.85M - $9.44M
XLE
Energy Sector Spdr

ETFs
Q2 2021 Filed on Jul 23, 2021
15,203
$47.07 - $56.19 $716K - $854K
DUK
Duke Energy Corp

Utilities
Q2 2021 Filed on Jul 23, 2021
2,144
$96.28 - $103.74 $206K - $222K
UAA
Under Armour, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 23, 2021
305,037
$19.8 - $25.53 $6.04M - $7.79M
FXI
Ishares Tr

ETFs
Q2 2021 Filed on Jul 23, 2021
166,791
$43.55 - $47.59 $7.26M - $7.94M
X
United States Steel Corp

Basic Materials
Q2 2021 Filed on Jul 23, 2021
890,821
$21.23 - $28.81 $18.9M - $25.7M
HPE
Hewlett Packard Enterprise CO

Technology
Q2 2021 Filed on Jul 23, 2021
1,405,488
$14.45 - $16.54 $20.3M - $23.2M
BLD
Top Build Corp

Industrials
Q2 2021 Filed on Jul 23, 2021
34,055
$179.93 - $232.06 $6.13M - $7.9M
RF
Regions Financial Corp

Financial Services
Q2 2021 Filed on Jul 23, 2021
983,153
$19.33 - $23.62 $19M - $23.2M
VMC
Vulcan Materials CO

Basic Materials
Q2 2021 Filed on Jul 23, 2021
41,333
$165.84 - $193.11 $6.85M - $7.98M
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 23, 2021
7,046
$159.9 - $177.87 $1.13M - $1.25M
MT
Arcelor Mittal

Basic Materials
Q2 2021 Filed on Jul 23, 2021
235,314
$28.42 - $33.81 $6.69M - $7.96M
Draftkings Inc
Q2 2021 Filed on Jul 23, 2021
9,850
N/A
QRVO
Qorvo, Inc.

Technology
Q2 2021 Filed on Jul 23, 2021
3,400
$165.35 - $199.54 $562K - $678K
SONY
Sony Group Corp

Technology
Q2 2021 Filed on Jul 23, 2021
59,164
$92.97 - $112.77 $5.5M - $6.67M
ETSY
Etsy Inc

Consumer Cyclical
Q2 2021 Filed on Jul 23, 2021
2,806
$156.59 - $224.03 $439K - $629K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q2 2021 Filed on Jul 23, 2021
64,196
$141.9 - $151.95 $9.11M - $9.75M
AIG
American International Group, Inc.

Financial Services
Q2 2021 Filed on Jul 23, 2021
586,398
$45.53 - $53.55 $26.7M - $31.4M
LPX
Louisiana Pacific Corp

Industrials
Q2 2021 Filed on Jul 23, 2021
375,716
$55.76 - $73.55 $20.9M - $27.6M
SYF
Synchrony Financial

Financial Services
Q1 2021 Filed on Apr 19, 2021
493,934
$33.65 - $43.14 $16.6M - $21.3M
PVH
Pvh Corp.

Consumer Cyclical
Q1 2021 Filed on Apr 19, 2021
188,567
$82.45 - $108.79 $15.5M - $20.5M
TTWO
Take Two Interactive Software Inc

Communication Services
Q1 2021 Filed on Apr 19, 2021
2,434
$161.62 - $213.34 $393K - $519K
QCOM
Qualcomm Inc

Technology
Q1 2021 Filed on Apr 19, 2021
1,000
$123.2 - $164.78 $123K - $165K
RDS-A
Shell PLC

Energy
Q1 2021 Filed on Apr 19, 2021
117,707
$34.63 - $43.02 $4.08M - $5.06M
WRK
West Rock CO

Consumer Cyclical
Q1 2021 Filed on Apr 19, 2021
370,702
$40.7 - $53.58 $15.1M - $19.9M
KSS
Kohls Corp

Consumer Cyclical
Q1 2021 Filed on Apr 19, 2021
171,636
$38.78 - $62.99 $6.66M - $10.8M
TER
Teradyne, Inc

Technology
Q1 2021 Filed on Apr 19, 2021
3,944
$104.2 - $143.64 $411K - $567K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q1 2021 Filed on Apr 19, 2021
4,897
$76.68 - $97.84 $376K - $479K
SLB
Schlumberger Limited

Energy
Q1 2021 Filed on Apr 19, 2021
529,638
$21.81 - $29.95 $11.6M - $15.9M
BIDU
Baidu, Inc.

Communication Services
Q1 2021 Filed on Apr 19, 2021
28,120
$203.97 - $339.91 $5.74M - $9.56M
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2021 Filed on Apr 19, 2021
154,720
$101.49 - $111.02 $15.7M - $17.2M
ROK
Rockwell Automation, Inc

Industrials
Q1 2021 Filed on Apr 19, 2021
78,942
$241.05 - $273.55 $19M - $21.6M
PZZA
Papa Johns International Inc

Consumer Cyclical
Q1 2021 Filed on Apr 19, 2021
5,088
$79.36 - $109.14 $404K - $555K
OMC
Omnicom Group Inc.

Communication Services
Q1 2021 Filed on Apr 19, 2021
273,521
$60.88 - $77.78 $16.7M - $21.3M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 19, 2021
85,361
$65.09 - $78.04 $5.56M - $6.66M
JBHT
Hunt J B Transport Services Inc

Industrials
Q1 2021 Filed on Apr 19, 2021
1,500
$134.66 - $169.34 $202K - $254K
LYFT
Lyft, Inc.

Technology
Q1 2021 Filed on Apr 19, 2021
10,057
$43.62 - $67.42 $439K - $678K
MSCI
Msci Inc.

Financial Services
Q1 2021 Filed on Apr 19, 2021
53,410
$393.34 - $453.19 $21M - $24.2M
SYK
Stryker Corp

Healthcare
Q1 2021 Filed on Apr 19, 2021
2,085
$221.01 - $248.82 $461K - $519K
AMRN
Amarin Corp Plcuk

Healthcare
Q1 2021 Filed on Apr 19, 2021
11,000
$5.03 - $8.8 $55.3K - $96.8K
XLI
Industrial Sector Spdr

ETFs
Q4 2020 Filed on Jan 25, 2021
111,316
$74.87 - $89.65 $8.33M - $9.98M
MAR
Marriott International Inc

Consumer Cyclical
Q4 2020 Filed on Jan 25, 2021
177,420
$89.97 - $135.61 $16M - $24.1M
Ihs Markit LTD
Q4 2020 Filed on Jan 25, 2021
233,495
N/A
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q4 2020 Filed on Jan 25, 2021
3,053
$77.77 - $94.99 $237K - $290K
CNA
Cna Financial Corp

Financial Services
Q4 2020 Filed on Jan 25, 2021
18,791
$28.8 - $38.96 $541K - $732K
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