Polaris Wealth Advisory Group’s Bank of Marin Bancorp BMRC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,400	Closed	-$201K	–	163
2021 Q4	$201K	Hold	5,400	–	–	0.01%	171
2021 Q3	$206K	Buy	+5,400	New	+$188K	0.01%	164
2021 Q2	–	Sell	-5,400	Closed	-$213K	–	175
2021 Q1	$213K	Hold	5,400	–	–	0.01%	162
2020 Q4	$200K	Buy	+5,400	New	+$184K	0.01%	171
2020 Q1	–	Sell	-5,400	Closed	-$242K	–	126
2019 Q4	$242K	Hold	5,400	–	–	0.02%	133
2019 Q3	$220K	Hold	5,400	–	–	0.02%	137
2019 Q2	$226K	Hold	5,400	–	–	0.02%	131
2019 Q1	$226K	Hold	5,400	–	–	0.02%	146
2018 Q4	$223K	Hold	5,400	–	–	0.02%	135
2018 Q3	$227K	Buy	+5,400	New	+$233K	0.02%	148
2018 Q2	–	Sell	-5,400	Closed	-$186K	–	266
2018 Q1	$186K	Buy	+5,400	New	+$187K	0.02%	141

Other funds holding BMRC

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Bank of Marin Bancorp (BMRC) in Q1 2022, closing a stake of 5,400 shares — an estimated $201K sold.

Polaris Wealth Advisory Group first reported a position in BMRC in Q1 2018 and held it in 11 quarters. The position peaked at $242K in Q4 2019. 101 funds tracked by Wall St. Rank hold BMRC as of Q1 2022.

Polaris Wealth Advisory Group reported no remaining Bank of Marin Bancorp position as of Q1 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 5,400 Bank of Marin Bancorp shares in Q1 2022, an estimated $201K.
Polaris Wealth Advisory Group first reported a position in Bank of Marin Bancorp in Q1 2018 and held it in 11 quarters.
Polaris Wealth Advisory Group's Bank of Marin Bancorp position peaked at $242K in Q4 2019.
101 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2022.

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