Polaris Wealth Advisory Group’s Keysight KEYS Stock Holding History

Polaris Wealth Advisory Group’s Portfolio KEYS Stock Details KEYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8,807	Closed	-$1.42M	–	173
2023 Q1	$1.42M	Buy	8,807 +91	+1%	+$15.4K	0.1%	105
2022 Q4	$1.56M	Sell	8,716 -36	-0.4%	-$6.14K	0.12%	99
2022 Q3	$1.4M	Buy	+8,752	New	+$1.4M	0.12%	91
2018 Q4	–	Sell	-448	Closed	-$30K	–	305
2018 Q3	$30K	Hold	448	–	–	﹤0.01%	291
2018 Q2	$23K	Hold	448	–	–	﹤0.01%	167
2018 Q1	$23K	Buy	+448	New	+$21.4K	﹤0.01%	286

Other funds holding KEYS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Keysight (KEYS) in Q2 2023, closing a stake of 8,807 shares — an estimated $1.42M sold.

Polaris Wealth Advisory Group first reported a position in KEYS in Q1 2018 and held it in 6 quarters. The position peaked at $1.56M in Q4 2022. 921 funds tracked by Wall St. Rank hold KEYS as of Q2 2023.

Polaris Wealth Advisory Group reported no remaining Keysight position as of Q2 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 8,807 Keysight shares in Q2 2023, an estimated $1.42M.
Polaris Wealth Advisory Group first reported a position in Keysight in Q1 2018 and held it in 6 quarters.
Polaris Wealth Advisory Group's Keysight position peaked at $1.56M in Q4 2022.
921 funds tracked by Wall St. Rank held Keysight as of Q2 2023.

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