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
New Oriental Ed & Technology
Q4 2020 Filed on Jan 25, 2021
21,530
N/A
RL
Ralph Lauren Corp

Consumer Cyclical
Q4 2020 Filed on Jan 25, 2021
61,571
$66.85 - $103.94 $4.12M - $6.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q4 2020 Filed on Jan 25, 2021
54,495
$101.9 - $102.06 $5.55M - $5.56M
XLP
Consumer Staples Sector Spdr

ETFs
Q4 2020 Filed on Jan 25, 2021
130,716
N/A
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q4 2020 Filed on Jan 25, 2021
44,728
$72.61 - $90.2 $3.25M - $4.03M
AMRS
Amyris, Inc.

Basic Materials
Q4 2020 Filed on Jan 25, 2021
16,736
$1.89 - $6.57 $31.6K - $110K
EA
Electronic Arts Inc.

Communication Services
Q4 2020 Filed on Jan 25, 2021
3,277
$116.84 - $143.6 $383K - $471K
THO
Thor Industries Inc

Consumer Cyclical
Q4 2020 Filed on Jan 25, 2021
153,532
$80.29 - $103.45 $12.3M - $15.9M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 25, 2021
1,219
$201.43 - $289.53 $246K - $353K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q4 2020 Filed on Jan 25, 2021
94,029
$90.19 - $120.55 $8.48M - $11.3M
GSK
Gsk PLC

Healthcare
Q3 2020 Filed on Oct 15, 2020
74,343
$38.11 - $42.99 $2.83M - $3.2M
MPW
Medical Properties Trust Inc

Real Estate
Q3 2020 Filed on Oct 15, 2020
1,330,453
$16.25 - $20.58 $21.6M - $27.4M
NEM
Newmont Corp

Basic Materials
Q3 2020 Filed on Oct 15, 2020
73,497
$59.54 - $70.37 $4.38M - $5.17M
MET
Metlife Inc

Financial Services
Q3 2020 Filed on Oct 15, 2020
122,652
$35.39 - $40.57 $4.34M - $4.98M
DOCU
Docusign, Inc.

Technology
Q3 2020 Filed on Oct 15, 2020
24,860
$178.96 - $268.8 $4.45M - $6.68M
CLX
Clorox CO

Consumer Defensive
Q3 2020 Filed on Oct 15, 2020
117,174
$206.85 - $237.74 $24.2M - $27.9M
DTE
Dte Energy CO

Utilities
Q3 2020 Filed on Oct 15, 2020
6,667
$90.78 - $102.52 $605K - $684K
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q3 2020 Filed on Oct 15, 2020
136,494
$96.43 - $110.16 $13.2M - $15M
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2020 Filed on Oct 15, 2020
1,583
$141.89 - $158.84 $225K - $251K
Seagate Technology PLC
Q3 2020 Filed on Oct 15, 2020
114,223
N/A
WDAY
Workday, Inc.

Technology
Q2 2020 Filed on Jul 13, 2020
7,503
$116.08 - $187.81 $871K - $1.41M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q2 2020 Filed on Jul 13, 2020
538,245
$49.62 - $50.75 $26.7M - $27.3M
CPB
Campbell Soup CO

Consumer Defensive
Q2 2020 Filed on Jul 13, 2020
370,819
$45.98 - $53.53 $17.1M - $19.8M
TDOC
Teladoc Health, Inc.

Healthcare
Q2 2020 Filed on Jul 13, 2020
25,105
$139.1 - $204.94 $3.49M - $5.15M
DELL
Dell Technologies Inc.

Technology
Q2 2020 Filed on Jul 13, 2020
74,599
$18.47 - $27.85 $1.38M - $2.08M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q2 2020 Filed on Jul 13, 2020
160,919
$47.65 - $49.55 $7.67M - $7.97M
MSI
Motorola Solutions, Inc.

Technology
Q2 2020 Filed on Jul 13, 2020
39,839
$126.09 - $158.32 $5.02M - $6.31M
STE
Steris PLC

Healthcare
Q2 2020 Filed on Jul 13, 2020
21,435
$137.7 - $165.89 $2.95M - $3.56M
CTXS
Citrix Systems Inc

Technology
Q2 2020 Filed on Jul 13, 2020
142,925
$136.73 - $154.02 $19.5M - $22M
Chesapeake Energy Corp
Q2 2020 Filed on Jul 13, 2020
7,000
N/A
ROST
Ross Stores, Inc.

Consumer Cyclical
Q2 2020 Filed on Jul 13, 2020
47,099
$74.75 - $102.76 $3.52M - $4.84M
Raytheon CO
Q2 2020 Filed on Jul 13, 2020
2,393
N/A
Chesapeake Energy Corp
Q2 2020 Filed on Jul 13, 2020
5,000
N/A
DGX
Quest Diagnostics Inc

Healthcare
Q2 2020 Filed on Jul 13, 2020
208,018
$73.34 - $122.61 $15.3M - $25.5M
MMM
3 M CO

Industrials
Q1 2020 Filed on Apr 09, 2020
142,124
$117.87 - $181.37 $16.8M - $25.8M
Hollyfrontier Corp
Q1 2020 Filed on Apr 09, 2020
450,561
N/A
EPP
Ishares Inc

ETFs
Q1 2020 Filed on Apr 09, 2020
279,913
$29.21 - $48.12 $8.18M - $13.5M
HRL
Hormel Foods Corp

Consumer Defensive
Q1 2020 Filed on Apr 09, 2020
498,167
$40.08 - $48.58 $20M - $24.2M
Xilinx Inc
Q1 2020 Filed on Apr 09, 2020
38,594
N/A
NSC
Norfolk Southern Corp

Industrials
Q1 2020 Filed on Apr 09, 2020
19,183
$118.88 - $214.83 $2.28M - $4.12M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q1 2020 Filed on Apr 09, 2020
107,086
$76.69 - $119.45 $8.21M - $12.8M
FDS
Factset Research Systems Inc

Financial Services
Q1 2020 Filed on Apr 09, 2020
98,579
$204.55 - $308.66 $20.2M - $30.4M
STT
State Street Corp

Financial Services
Q1 2020 Filed on Apr 09, 2020
293,357
$43.21 - $82.92 $12.7M - $24.3M
United Technologies Corp
Q1 2020 Filed on Apr 09, 2020
168,260
N/A
USB
Us Bancorp \De\

Financial Services
Q1 2020 Filed on Apr 09, 2020
3,986
$28.93 - $59.2 $115K - $236K
CTRA
Coterra Energy Inc.

Energy
Q1 2020 Filed on Apr 09, 2020
254,622
$13.51 - $19.09 $3.44M - $4.86M
EQIX
Equinix Inc

Real Estate
Q1 2020 Filed on Apr 09, 2020
734
$489.14 - $655.99 $359K - $481K
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2020 Filed on Apr 09, 2020
9,108
$281.31 - $380.25 $2.56M - $3.46M
CI
Cigna Corp

Healthcare
Q1 2020 Filed on Apr 09, 2020
2,607
$130.06 - $222.56 $339K - $580K
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