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Polaris Wealth Advisory Group’s Gilead Sciences GILD Stock Holding History

Polaris Wealth Advisory Group’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-405,666
Closed -$27.6M – 182
2021
Q3 		$27.6M Sell
405,666
-109,409
-21% -$7.69M 1.65% 19
2021
Q2 		$35.6M Buy
515,075
+60,083
+13% +$4.01M 2.12% 14
2021
Q1 		$29.6M Buy
+454,992
New +$29.3M 1.9% 18
2019
Q1 		– Sell
-9,750
Closed -$610K – 156
2018
Q4 		$610K Buy
9,750
+4,921
+102% +$344K 0.06% 102
2018
Q3 		$373K Buy
+4,829
New +$365K 0.03% 115
2018
Q2 		– Sell
-50
Closed -$4K – 322
2018
Q1 		$4K Buy
+50
New +$3.98K ﹤0.01% 415
2015
Q1 		– Sell
-4,706
Closed -$444K – 81
2014
Q4 		$444K Sell
4,706
-895
-16% -$92.6K 0.09% 67
2014
Q3 		$596K Sell
5,601
-14,180
-72% -$1.39M 0.13% 52
2014
Q2 		$1.64M Buy
19,781
+14,865
+302% +$1.16M 0.37% 48
2014
Q1 		$348K Buy
4,916
+670
+16% +$52.5K 0.08% 70
2013
Q4 		$319K Buy
4,246
+2,556
+151% +$178K 0.08% 71
2013
Q3 		$106K Buy
1,690
+1,250
+284% +$74.7K 0.03% 78
2013
Q2 		$22.6K Buy
+440
New +$22.9K 0.01% 105

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polaris Wealth Advisory Group's GILD Position: Q4 2021 in Review

Polaris Wealth Advisory Group sold out of Gilead Sciences (GILD) in Q4 2021, closing a stake of 405,666 shares — an estimated $27.6M sold.

Polaris Wealth Advisory Group first reported a position in GILD in Q2 2013 and held it in 13 quarters. The position peaked at $35.6M in Q2 2021. 1,682 funds tracked by Wall St. Rank hold GILD as of Q4 2021.

  • Polaris Wealth Advisory Group reported no remaining Gilead Sciences position as of Q4 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 405,666 Gilead Sciences shares in Q4 2021, an estimated $27.6M.
  • Polaris Wealth Advisory Group first reported a position in Gilead Sciences in Q2 2013 and held it in 13 quarters.
  • Polaris Wealth Advisory Group's Gilead Sciences position peaked at $35.6M in Q2 2021.
  • 1,682 funds tracked by Wall St. Rank held Gilead Sciences as of Q4 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2021, filed 26 Jan 2022.