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Polaris Wealth Advisory Group’s loanDepot LDI Stock Holding History

Polaris Wealth Advisory Group’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-25,393
Closed -$91K – 159
2022
Q1 		$91K Buy
+25,393
New +$110K 0.01% 155

Other funds holding LDI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $7.58B AUM 27.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EH
EMG Holdings Old Greenwich, Connecticut $397M AUM 9.97% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Graham Capital Management Rowayton, Connecticut $4.14B AUM 17.82% 1-Year Est. Return
HV
HST Ventures Park City, Utah $366M AUM 42.6% 1-Year Est. Return

Polaris Wealth Advisory Group's LDI Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of loanDepot (LDI) in Q2 2022, closing a stake of 25,393 shares — an estimated $91K sold.

Polaris Wealth Advisory Group first reported a position in LDI in Q1 2022 and held it in 1 quarter. The position peaked at $91K in Q1 2022. 50 funds tracked by Wall St. Rank hold LDI as of Q2 2022.

  • Polaris Wealth Advisory Group reported no remaining loanDepot position as of Q2 2022 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 25,393 loanDepot shares in Q2 2022, an estimated $91K.
  • Polaris Wealth Advisory Group first reported a position in loanDepot in Q1 2022 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's loanDepot position peaked at $91K in Q1 2022.
  • 50 funds tracked by Wall St. Rank held loanDepot as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.