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Polaris Wealth Advisory Group’s Gaia GAIA Stock Holding History

Polaris Wealth Advisory Group’s Portfolio GAIA Stock Details GAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-15,631
Closed -$43.5K – 162
2023
Q1 		$43.5K Buy
+15,631
New +$47.3K ﹤0.01% 172

Other funds holding GAIA

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAAM
Cornerstone Advisors Asset Management Bethlehem, Pennsylvania $648M AUM 11.43% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
MCMU
MIC Capital Management (UK) London, United Kingdom $352M AUM 0.23% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Polaris Wealth Advisory Group's GAIA Position: Q2 2023 in Review

Polaris Wealth Advisory Group sold out of Gaia (GAIA) in Q2 2023, closing a stake of 15,631 shares — an estimated $43.5K sold.

Polaris Wealth Advisory Group first reported a position in GAIA in Q1 2023 and held it in 1 quarter. The position peaked at $43.5K in Q1 2023. 44 funds tracked by Wall St. Rank hold GAIA as of Q2 2023.

  • Polaris Wealth Advisory Group reported no remaining Gaia position as of Q2 2023 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 15,631 Gaia shares in Q2 2023, an estimated $43.5K.
  • Polaris Wealth Advisory Group first reported a position in Gaia in Q1 2023 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Gaia position peaked at $43.5K in Q1 2023.
  • 44 funds tracked by Wall St. Rank held Gaia as of Q2 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.