PWAG
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Polaris Wealth Advisory Group’s Floor & Decor FND Stock Holding History

Polaris Wealth Advisory Group’s Portfolio FND Stock Details FND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-18,186
Closed -$1.53M – 183
2022
Q4 		$1.53M Buy
+18,186
New +$1.32M 0.11% 101

Other funds holding FND

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Polaris Wealth Advisory Group's FND Position: Q1 2023 in Review

Polaris Wealth Advisory Group sold out of Floor & Decor (FND) in Q1 2023, closing a stake of 18,186 shares — an estimated $1.53M sold.

Polaris Wealth Advisory Group first reported a position in FND in Q4 2022 and held it in 1 quarter. The position peaked at $1.53M in Q4 2022. 384 funds tracked by Wall St. Rank hold FND as of Q1 2023.

  • Polaris Wealth Advisory Group reported no remaining Floor & Decor position as of Q1 2023 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 18,186 Floor & Decor shares in Q1 2023, an estimated $1.53M.
  • Polaris Wealth Advisory Group first reported a position in Floor & Decor in Q4 2022 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Floor & Decor position peaked at $1.53M in Q4 2022.
  • 384 funds tracked by Wall St. Rank held Floor & Decor as of Q1 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2023, filed 3 May 2023.