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Polaris Wealth Advisory Group’s Kohl's KSS Stock Holding History

Polaris Wealth Advisory Group’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-171,636
Closed -$7.14M – 183
2020
Q4 		$7.14M Buy
+171,636
New +$4.99M 0.53% 61
2019
Q2 		– Sell
-19,956
Closed -$1.4M – 160
2019
Q1 		$1.4M Buy
+19,956
New +$1.35M 0.11% 94
2017
Q1 		– Sell
-327,928
Closed -$16.2M – 114
2016
Q4 		$16.2M Buy
+327,928
New +$16.2M 1.88% 23

Other funds holding KSS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Polaris Wealth Advisory Group's KSS Position: Q1 2021 in Review

Polaris Wealth Advisory Group sold out of Kohl's (KSS) in Q1 2021, closing a stake of 171,636 shares — an estimated $7.14M sold.

Polaris Wealth Advisory Group first reported a position in KSS in Q4 2016 and held it in 3 quarters. The position peaked at $16.2M in Q4 2016. 444 funds tracked by Wall St. Rank hold KSS as of Q1 2021.

  • Polaris Wealth Advisory Group reported no remaining Kohl's position as of Q1 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 171,636 Kohl's shares in Q1 2021, an estimated $7.14M.
  • Polaris Wealth Advisory Group first reported a position in Kohl's in Q4 2016 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Kohl's position peaked at $16.2M in Q4 2016.
  • 444 funds tracked by Wall St. Rank held Kohl's as of Q1 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2021, filed 19 Apr 2021.