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
CFG
Citizens Financial Group Inc

Financial Services
Q4 2018 Filed on Jan 17, 2019
97,592
$27.94 - $39.23 $2.73M - $3.83M
SPMD
Spdr Portfolio

ETFs
Q4 2018 Filed on Jan 17, 2019
430
N/A
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
Q4 2018 Filed on Jan 17, 2019
85
$8.76 - $11.07 $745 - $941
Xerox Corp
Q4 2018 Filed on Jan 17, 2019
12,935
N/A
Vivus Inc
Q4 2018 Filed on Jan 17, 2019
474
N/A
AVNS
Avanos Medical, Inc.

Healthcare
Q4 2018 Filed on Jan 17, 2019
76
$41.16 - $66.67 $3.13K - $5.07K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
1,320
$31.33 - $46.39 $41.4K - $61.2K
SHOP
Shopify Inc.

Technology
Q4 2018 Filed on Jan 17, 2019
5
$11.91 - $16.34 $59.6 - $81.7
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Jan 17, 2019
20
$20.12 - $25.11 $402 - $502
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2018 Filed on Jan 17, 2019
607
N/A
CHTR
Charter Communications, Inc.

Communication Services
Q4 2018 Filed on Jan 17, 2019
40
$273.52 - $330.33 $10.9K - $13.2K
AX
Axos Financial, Inc.

Financial Services
Q4 2018 Filed on Jan 17, 2019
400
$24.43 - $36.09 $9.77K - $14.4K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q4 2018 Filed on Jan 17, 2019
185
N/A
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q4 2018 Filed on Jan 17, 2019
690
$39.48 - $45.03 $27.2K - $31.1K
Zynga Inc
Q4 2018 Filed on Jan 17, 2019
1,500
N/A
ABMD
Abiomed Inc

Healthcare
Q4 2018 Filed on Jan 17, 2019
9
$281.08 - $444.25 $2.53K - $4K
SYNA
Synaptics Inc

Technology
Q4 2018 Filed on Jan 17, 2019
100
$33.88 - $44.41 $3.39K - $4.44K
PWC
Invesco Exchange Traded Fd Tr
Q4 2018 Filed on Jan 17, 2019
767
N/A
ED
Consolidated Edison Inc

Utilities
Q4 2018 Filed on Jan 17, 2019
480
$74.54 - $83.93 $35.8K - $40.3K
VGT
Vanguard Information Technolog

ETFs
Q4 2018 Filed on Jan 17, 2019
495
N/A
WEC
Wec Energy Group, Inc.

Utilities
Q4 2018 Filed on Jan 17, 2019
200
$66.65 - $74.96 $13.3K - $15K
ST
Sensata Technologies Holding PLC

Technology
Q4 2018 Filed on Jan 17, 2019
76,513
$41.17 - $49.39 $3.15M - $3.78M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q4 2018 Filed on Jan 17, 2019
365
$14.39 - $18.54 $5.25K - $6.77K
TDC
Teradata Corp

Technology
Q4 2018 Filed on Jan 17, 2019
430
$34.13 - $38.5 $14.7K - $16.6K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q4 2018 Filed on Jan 17, 2019
2,402
N/A
CNI
Canadian National Railway CO

Industrials
Q4 2018 Filed on Jan 17, 2019
610
$70.93 - $91.4 $43.3K - $55.8K
Amtrust Finl Svcs Inc
Q4 2018 Filed on Jan 17, 2019
4,100
N/A
Gabelli Conv&Incom Secs Fd I
Q4 2018 Filed on Jan 17, 2019
2,553
N/A
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Jan 17, 2019
110
$46.46 - $61.91 $5.11K - $6.81K
L3 Technologies Inc
Q4 2018 Filed on Jan 17, 2019
120
N/A
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Jan 17, 2019
200
N/A
Oaktree Cap Group LLC
Q4 2018 Filed on Jan 17, 2019
312
N/A
KKR
Kkr & Co. Inc.

Financial Services
Q4 2018 Filed on Jan 17, 2019
750
$18.68 - $28.03 $14K - $21K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
80,405
$234.35 - $286.0 $18.8M - $23M
IWM
Ishares Russell 2000 ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
460
$125.88 - $166.33 $57.9K - $76.5K
XPO
Xpo Logistics, Inc.

Industrials
Q4 2018 Filed on Jan 17, 2019
36,864
$25.9 - $65.93 $955K - $2.43M
MMP
Magellan Midstream Partners, L.P.

Energy
Q4 2018 Filed on Jan 17, 2019
1,443
$54.43 - $68.96 $78.5K - $99.5K
APTV
Aptiv PLC

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
484
$60.08 - $85.13 $29.1K - $41.2K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q4 2018 Filed on Jan 17, 2019
233
$43.7 - $54.95 $10.2K - $12.8K
MRO
Marathon Oil Corp

Energy
Q4 2018 Filed on Jan 17, 2019
966,017
$12.66 - $23.99 $12.2M - $23.2M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
389
$31.2 - $37.3 $12.1K - $14.5K
SNAP
Snap Inc

Communication Services
Q4 2018 Filed on Jan 17, 2019
500
$4.99 - $8.36 $2.5K - $4.18K
RACE
Ferrari N.V.

Consumer Cyclical
Q4 2018 Filed on Jan 17, 2019
164
$95.96 - $137.77 $15.7K - $22.6K
PSEC
Prospect Capital Corp

Financial Services
Q4 2018 Filed on Jan 17, 2019
1,650
$5.77 - $7.27 $9.52K - $12K
Mallinckrodt Pub LTD CO
Q4 2018 Filed on Jan 17, 2019
28
N/A
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q4 2018 Filed on Jan 17, 2019
814
N/A
CIO
City Office Reit, Inc.

Real Estate
Q4 2018 Filed on Jan 17, 2019
1,000
$10.0 - $12.63 $10K - $12.6K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q4 2018 Filed on Jan 17, 2019
704
N/A
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q4 2018 Filed on Jan 17, 2019
25
$218.1 - $267.95 $5.45K - $6.7K
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