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
RHI
Robert Half International Inc.

Industrials
Q1 2020 Filed on Apr 09, 2020
115,603
$34.17 - $63.75 $3.95M - $7.37M
WSM
Williams Sonoma Inc

Consumer Cyclical
Q1 2020 Filed on Apr 09, 2020
68,672
$30.66 - $76.59 $2.11M - $5.26M
NTAP
Net App, Inc.

Technology
Q1 2020 Filed on Apr 09, 2020
68,147
$35.35 - $65.38 $2.41M - $4.46M
INGR
Ingredion Inc

Consumer Defensive
Q1 2020 Filed on Apr 09, 2020
212,002
$60.8 - $98.51 $12.9M - $20.9M
VOD
Vodafone Group Public LTD CO

Communication Services
Q1 2020 Filed on Apr 09, 2020
173,898
$11.59 - $20.43 $2.02M - $3.55M
CME
Cme Group Inc.

Financial Services
Q1 2020 Filed on Apr 09, 2020
1,826
$139.54 - $223.63 $255K - $408K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
Q4 2019 Filed on Jan 29, 2020
25,283
$123.01 - $137.55 $3.11M - $3.48M
XLU
Utilities Sector Spdr

ETFs
Q4 2019 Filed on Jan 29, 2020
189,301
$61.37 - $64.82 $11.6M - $12.3M
BNDX
Vanguard Total International B

ETFs
Q4 2019 Filed on Jan 29, 2020
732,903
$56.58 - $58.91 $41.5M - $43.2M
EL
Estee Lauder Companies Inc

Consumer Defensive
Q4 2019 Filed on Jan 29, 2020
121,171
$181.75 - $207.95 $22M - $25.2M
FL
Foot Locker, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 29, 2020
69,399
$37.13 - $46.63 $2.58M - $3.24M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2019 Filed on Jan 29, 2020
40,232
$33.84 - $38.03 $1.36M - $1.53M
Marvell Technology Group LTD
Q4 2019 Filed on Jan 29, 2020
915,624
N/A
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 29, 2020
20,815
$142.93 - $154.64 $2.98M - $3.22M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q4 2019 Filed on Jan 29, 2020
66,852
$35.63 - $39.97 $2.38M - $2.67M
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q4 2019 Filed on Jan 29, 2020
50,000
$7.24 - $10.62 $362K - $531K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q4 2019 Filed on Jan 29, 2020
206,769
$56.67 - $58.34 $11.7M - $12.1M
DHR
Danaher Corp

Healthcare
Q4 2019 Filed on Jan 29, 2020
207,072
$133.47 - $153.48 $27.6M - $31.8M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2019 Filed on Jan 29, 2020
66,496
$28.52 - $31.66 $1.9M - $2.11M
IBTX
Independent Bank Group, Inc.

Financial Services
Q4 2019 Filed on Jan 29, 2020
4,930
$50.24 - $61.61 $248K - $304K
K
Kellogg CO

Consumer Defensive
Q4 2019 Filed on Jan 29, 2020
421,271
$60.89 - $69.16 $25.7M - $29.1M
WM
Waste Management Inc

Industrials
Q4 2019 Filed on Jan 29, 2020
189,226
$108.31 - $117.44 $20.5M - $22.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q4 2019 Filed on Jan 29, 2020
87,961
$30.96 - $35.07 $2.72M - $3.08M
SPYG
Spdr Portfolio

ETFs
Q4 2019 Filed on Jan 29, 2020
68,451
$37.77 - $42.13 $2.59M - $2.88M
AMP
Ameriprise Financial Inc

Financial Services
Q3 2019 Filed on Oct 09, 2019
15,875
$122.4 - $151.47 $1.94M - $2.4M
IHF
Ishares Tr

ETFs
Q3 2019 Filed on Oct 09, 2019
70,954
$160.04 - $181.69 $11.4M - $12.9M
IGV
Ishares Expanded Tech Software

ETFs
Q3 2019 Filed on Oct 09, 2019
57,800
$209.16 - $230.04 $12.1M - $13.3M
TD
Toronto Dominion Bank

Financial Services
Q3 2019 Filed on Oct 09, 2019
57,894
$53.67 - $59.41 $3.11M - $3.44M
Cbs Corp New
Q3 2019 Filed on Oct 09, 2019
499,709
N/A
DXC
Dxc Technology CO

Technology
Q3 2019 Filed on Oct 09, 2019
44,491
$29.5 - $56.97 $1.31M - $2.53M
IVZ
Invesco Ltd.

Financial Services
Q3 2019 Filed on Oct 09, 2019
121,608
$15.2 - $20.97 $1.85M - $2.55M
ADI
Analog Devices Inc

Technology
Q3 2019 Filed on Oct 09, 2019
237,796
$104.17 - $124.64 $24.8M - $29.6M
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2019 Filed on Oct 09, 2019
211,988
$102.5 - $140.88 $21.7M - $29.9M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
Q3 2019 Filed on Oct 09, 2019
357,200
$37.03 - $40.03 $13.2M - $14.3M
CTSH
Cognizant Technology Solutions Corp

Technology
Q3 2019 Filed on Oct 09, 2019
40,296
$58.75 - $66.41 $2.37M - $2.68M
BSX
Boston Scientific Corp

Healthcare
Q3 2019 Filed on Oct 09, 2019
95,820
$40.31 - $43.45 $3.86M - $4.16M
CMI
Cummins Inc

Industrials
Q3 2019 Filed on Oct 09, 2019
16,966
$142.02 - $175.37 $2.41M - $2.98M
CNC
Centene Corp

Healthcare
Q3 2019 Filed on Oct 09, 2019
57,623
$43.13 - $54.51 $2.49M - $3.14M
Total Sys Svcs Inc
Q2 2019 Filed on Jul 25, 2019
156,391
N/A
FIS
Fidelity National Information Services, Inc.

Technology
Q2 2019 Filed on Jul 25, 2019
3,409
$110.89 - $123.88 $378K - $422K
SRLN
Ssga Active Trust

ETFs
Q2 2019 Filed on Jul 25, 2019
9,994
N/A
MO
Altria Group, Inc.

Consumer Defensive
Q2 2019 Filed on Jul 25, 2019
29,126
$47.35 - $57.73 $1.38M - $1.68M
ADSK
Autodesk, Inc.

Technology
Q2 2019 Filed on Jul 25, 2019
23,619
$154.82 - $178.21 $3.66M - $4.21M
CRL
Charles River Laboratories International, Inc.

Healthcare
Q2 2019 Filed on Jul 25, 2019
21,894
$123.4 - $148.55 $2.7M - $3.25M
TXT
Textron Inc

Industrials
Q2 2019 Filed on Jul 25, 2019
58,572
$45.3 - $55.15 $2.65M - $3.23M
URI
United Rentals, Inc.

Industrials
Q2 2019 Filed on Jul 25, 2019
2,444
$110.1 - $140.94 $269K - $344K
NUE
Nucor Corp

Basic Materials
Q2 2019 Filed on Jul 25, 2019
291,232
$48.0 - $60.7 $14M - $17.7M
GLW
Corning Inc

Technology
Q2 2019 Filed on Jul 25, 2019
693,470
$28.84 - $35.01 $20M - $24.3M
GD
General Dynamics Corp

Industrials
Q2 2019 Filed on Jul 25, 2019
1,860
$160.82 - $182.37 $299K - $339K
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