PWAG
GAP

Polaris Wealth Advisory Group’s The Gap Inc GAP Stock Holding History

Polaris Wealth Advisory Group’s Portfolio GAP Stock Details GAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-24,993
Closed -$644K – 183
2018
Q4 		$644K Buy
24,993
+16,334
+189% +$436K 0.06% 98
2018
Q3 		$250K Buy
+8,659
New +$260K 0.02% 142

Other funds holding GAP

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Polaris Wealth Advisory Group's GAP Position: Q1 2019 in Review

Polaris Wealth Advisory Group sold out of The Gap Inc (GAP) in Q1 2019, closing a stake of 24,993 shares — an estimated $644K sold.

Polaris Wealth Advisory Group first reported a position in GAP in Q3 2018 and held it in 2 quarters. The position peaked at $644K in Q4 2018. 460 funds tracked by Wall St. Rank hold GAP as of Q1 2019.

  • Polaris Wealth Advisory Group reported no remaining The Gap Inc position as of Q1 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 24,993 The Gap Inc shares in Q1 2019, an estimated $644K.
  • Polaris Wealth Advisory Group first reported a position in The Gap Inc in Q3 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's The Gap Inc position peaked at $644K in Q4 2018.
  • 460 funds tracked by Wall St. Rank held The Gap Inc as of Q1 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2019, filed 9 Apr 2019.