PWAG
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Polaris Wealth Advisory Group’s Lear LEA Stock Holding History

Polaris Wealth Advisory Group’s Portfolio LEA Stock Details LEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,185
Closed -$1.86M – 182
2021
Q4 		$1.86M Buy
10,185
+2,664
+35% +$468K 0.11% 96
2021
Q3 		$1.24M Buy
+7,521
New +$1.23M 0.07% 100
2015
Q3 		– Sell
-55,142
Closed -$6.19M – 78
2015
Q2 		$6.19M Buy
55,142
+6,655
+14% +$764K 1.23% 27
2015
Q1 		$5.37M Buy
48,487
+14,836
+44% +$1.56M 0.98% 30
2014
Q4 		$3.3M Buy
33,651
+2,611
+8% +$240K 0.68% 38
2014
Q3 		$2.68M Buy
31,040
+4,130
+15% +$399K 0.6% 39
2014
Q2 		$2.4M Buy
26,910
+1,296
+5% +$112K 0.54% 33
2014
Q1 		$2.14M Buy
25,614
+4,195
+20% +$334K 0.5% 37
2013
Q4 		$1.73M Buy
21,419
+1,154
+6% +$90.3K 0.43% 40
2013
Q3 		$1.45M Buy
20,265
+6,610
+48% +$455K 0.45% 23
2013
Q2 		$826K Buy
+13,655
New +$788K 0.33% 26

Other funds holding LEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return