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Polaris Wealth Advisory Group’s The GEO Group GEO Stock Holding History

Polaris Wealth Advisory Group’s Portfolio GEO Stock Details GEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,592
Closed -$65K – 265
2018
Q3 		$65K Buy
+2,592
New +$66.2K ﹤0.01% 230
2018
Q2 		– Sell
-2,592
Closed -$53K – 321
2018
Q1 		$53K Buy
+2,592
New +$56.3K ﹤0.01% 215

Other funds holding GEO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Polaris Wealth Advisory Group's GEO Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of The GEO Group (GEO) in Q4 2018, closing a stake of 2,592 shares — an estimated $65K sold.

Polaris Wealth Advisory Group first reported a position in GEO in Q1 2018 and held it in 2 quarters. The position peaked at $65K in Q3 2018. 253 funds tracked by Wall St. Rank hold GEO as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining The GEO Group position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 2,592 The GEO Group shares in Q4 2018, an estimated $65K.
  • Polaris Wealth Advisory Group first reported a position in The GEO Group in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's The GEO Group position peaked at $65K in Q3 2018.
  • 253 funds tracked by Wall St. Rank held The GEO Group as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.