PWAG
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Polaris Wealth Advisory Group’s Agilent Technologies A Stock Holding History

Polaris Wealth Advisory Group’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,900
Closed -$239K – 174
2022
Q3 		$239K Buy
+1,900
New +$244K 0.02% 149
2018
Q4 		– Sell
-898
Closed -$63K – 145
2018
Q3 		$63K Hold
898
– – ﹤0.01% 232
2018
Q2 		$60K Hold
898
– – 0.01% 125
2018
Q1 		$60K Sell
898
-2,391
-73% -$168K ﹤0.01% 206
2017
Q4 		$220K Sell
3,289
-794
-19% -$53.6K 0.02% 135
2017
Q3 		$262K Buy
+4,083
New +$254K 0.02% 127

Other funds holding A

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return