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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polaris Wealth Advisory Group's A Position: Q4 2022 in Review

Polaris Wealth Advisory Group sold out of Agilent Technologies (A) in Q4 2022, closing a stake of 1,900 shares — an estimated $239K sold.

Polaris Wealth Advisory Group first reported a position in A in Q3 2017 and held it in 6 quarters. The position peaked at $262K in Q3 2017. 964 funds tracked by Wall St. Rank hold A as of Q4 2022.

Polaris Wealth Advisory Group reported no remaining Agilent Technologies position as of Q4 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,900 Agilent Technologies shares in Q4 2022, an estimated $239K.
Polaris Wealth Advisory Group first reported a position in Agilent Technologies in Q3 2017 and held it in 6 quarters.
Polaris Wealth Advisory Group's Agilent Technologies position peaked at $262K in Q3 2017.
964 funds tracked by Wall St. Rank held Agilent Technologies as of Q4 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2022, filed 19 Jan 2023.