Polaris Wealth Advisory Group’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-98,579	Closed	-$27.2M	–	141
2019 Q4	$27.2M	Buy	+98,579	New	+$25.3M	1.82%	21
2018 Q4	–	Sell	-275	Closed	-$62K	–	250
2018 Q3	$62K	Buy	+275	New	+$59.7K	﹤0.01%	235

Other funds holding FDS

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Polaris Wealth Advisory Group's FDS Position: Q1 2020 in Review

Polaris Wealth Advisory Group sold out of Factset (FDS) in Q1 2020, closing a stake of 98,579 shares — an estimated $27.2M sold.

Polaris Wealth Advisory Group first reported a position in FDS in Q3 2018 and held it in 2 quarters. The position peaked at $27.2M in Q4 2019. 502 funds tracked by Wall St. Rank hold FDS as of Q1 2020.

Polaris Wealth Advisory Group reported no remaining Factset position as of Q1 2020 after selling out during the quarter.
Polaris Wealth Advisory Group sold 98,579 Factset shares in Q1 2020, an estimated $27.2M.
Polaris Wealth Advisory Group first reported a position in Factset in Q3 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's Factset position peaked at $27.2M in Q4 2019.
502 funds tracked by Wall St. Rank held Factset as of Q1 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2020, filed 9 Apr 2020.