Polaris Wealth Advisory Group’s Ball Corp BALL Stock Holding History

Polaris Wealth Advisory Group’s Portfolio BALL Stock Details BALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$314K	Buy	+6,299	New	+$344K	0.02%	144
2023 Q2	–	Sell	-6,299	Closed	-$347K	–	145
2023 Q1	$347K	Hold	6,299	–	–	0.03%	147
2022 Q4	$355K	Hold	6,299	–	–	0.03%	149
2022 Q3	$311K	Hold	6,299	–	–	0.03%	138
2022 Q2	$433K	Hold	6,299	–	–	0.03%	106
2022 Q1	$553K	Buy	6,299 +2,035	+48%	+$185K	0.04%	111
2021 Q4	$410K	Hold	4,264	–	–	0.02%	135
2021 Q3	$392K	Hold	4,264	–	–	0.02%	131
2021 Q2	$351K	Buy	+4,264	New	+$369K	0.02%	133
2015 Q1	–	Sell	-15,840	Closed	-$540K	–	77
2014 Q4	$540K	Buy	15,840 +380	+2%	+$12.5K	0.11%	60
2014 Q3	$489K	Buy	15,460 +1,130	+8%	+$36K	0.11%	57
2014 Q2	$449K	Buy	+14,330	New	+$420K	0.1%	58

Other funds holding BALL

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Polaris Wealth Advisory Group's BALL Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in Ball Corp (BALL) in Q3 2023: 6,299 shares worth $314K. The stake represents 0.02% of the portfolio and ranks #144 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in BALL as recently as Q1 2023.

Polaris Wealth Advisory Group first reported a position in BALL in Q2 2014 and has held it in 12 quarters since. The position peaked at $553K in Q1 2022. 654 funds tracked by Wall St. Rank hold BALL as of Q3 2023.

Polaris Wealth Advisory Group held 6,299 shares of Ball Corp worth $314K as of Q3 2023.
Ball Corp was a new Polaris Wealth Advisory Group position in Q3 2023.
Ball Corp made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #144 holding.
Polaris Wealth Advisory Group first reported a position in Ball Corp in Q2 2014 and has held it in 12 quarters since.
Polaris Wealth Advisory Group's Ball Corp position peaked at $553K in Q1 2022.
654 funds tracked by Wall St. Rank held Ball Corp as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.