Polaris Wealth Advisory Group’s Live Nation Entertainment LYV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-18,898	Closed	-$1.32M	–	177
2023 Q1	$1.32M	Buy	+18,898	New	+$1.39M	0.1%	110
2022 Q3	–	Sell	-15,228	Closed	-$1.26M	–	171
2022 Q2	$1.26M	Sell	15,228 -1,512	-9%	-$145K	0.1%	88
2022 Q1	$1.83M	Sell	16,740 -843	-5%	-$96.2K	0.12%	84
2021 Q4	$2.1M	Buy	17,583 +4,550	+35%	+$490K	0.12%	92
2021 Q3	$1.29M	Buy	+13,033	New	+$1.1M	0.08%	95
2021 Q1	–	Sell	-6,028	Closed	-$443K	–	187
2020 Q4	$443K	Buy	+6,028	New	+$381K	0.03%	133
2019 Q4	–	Sell	-48,085	Closed	-$3.22M	–	169
2019 Q3	$3.22M	Buy	+48,085	New	+$3.36M	0.26%	62

Other funds holding LYV

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

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

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

Polaris Wealth Advisory Group sold out of Live Nation Entertainment (LYV) in Q2 2023, closing a stake of 18,898 shares — an estimated $1.32M sold.

Polaris Wealth Advisory Group first reported a position in LYV in Q3 2019 and held it in 7 quarters. The position peaked at $3.22M in Q3 2019. 578 funds tracked by Wall St. Rank hold LYV as of Q2 2023.

Polaris Wealth Advisory Group reported no remaining Live Nation Entertainment position as of Q2 2023 after selling out during the quarter.
Polaris Wealth Advisory Group sold 18,898 Live Nation Entertainment shares in Q2 2023, an estimated $1.32M.
Polaris Wealth Advisory Group first reported a position in Live Nation Entertainment in Q3 2019 and held it in 7 quarters.
Polaris Wealth Advisory Group's Live Nation Entertainment position peaked at $3.22M in Q3 2019.
578 funds tracked by Wall St. Rank held Live Nation Entertainment as of Q2 2023.

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