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Polaris Wealth Advisory Group’s Alaska Air ALK Stock Holding History

Polaris Wealth Advisory Group’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-140,198
Closed -$7.3M – 159
2021
Q4 		$7.3M Sell
140,198
-20
-0% -$1.08K 0.42% 74
2021
Q3 		$8.45M Buy
+140,218
New +$8.08M 0.51% 65

Other funds holding ALK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Polaris Wealth Advisory Group's ALK Position: Q1 2022 in Review

Polaris Wealth Advisory Group sold out of Alaska Air (ALK) in Q1 2022, closing a stake of 140,198 shares — an estimated $7.3M sold.

Polaris Wealth Advisory Group first reported a position in ALK in Q3 2021 and held it in 2 quarters. The position peaked at $8.45M in Q3 2021. 548 funds tracked by Wall St. Rank hold ALK as of Q1 2022.

  • Polaris Wealth Advisory Group reported no remaining Alaska Air position as of Q1 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 140,198 Alaska Air shares in Q1 2022, an estimated $7.3M.
  • Polaris Wealth Advisory Group first reported a position in Alaska Air in Q3 2021 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Alaska Air position peaked at $8.45M in Q3 2021.
  • 548 funds tracked by Wall St. Rank held Alaska Air as of Q1 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2022, filed 19 Apr 2022.