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Polaris Wealth Advisory Group’s Molina Healthcare MOH Stock Holding History

Polaris Wealth Advisory Group’s Portfolio MOH Stock Details MOH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,348
Closed -$1.32M – 184
2022
Q4 		$1.32M Sell
4,348
-55
-1% -$18.7K 0.1% 108
2022
Q3 		$1.54M Sell
4,403
-298
-6% -$96K 0.13% 88
2022
Q2 		$1.31M Buy
+4,701
New +$1.42M 0.11% 86

Other funds holding MOH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Polaris Wealth Advisory Group's MOH Position: Q1 2023 in Review

Polaris Wealth Advisory Group sold out of Molina Healthcare (MOH) in Q1 2023, closing a stake of 4,348 shares — an estimated $1.32M sold.

Polaris Wealth Advisory Group first reported a position in MOH in Q2 2022 and held it in 3 quarters. The position peaked at $1.54M in Q3 2022. 557 funds tracked by Wall St. Rank hold MOH as of Q1 2023.

  • Polaris Wealth Advisory Group reported no remaining Molina Healthcare position as of Q1 2023 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 4,348 Molina Healthcare shares in Q1 2023, an estimated $1.32M.
  • Polaris Wealth Advisory Group first reported a position in Molina Healthcare in Q2 2022 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Molina Healthcare position peaked at $1.54M in Q3 2022.
  • 557 funds tracked by Wall St. Rank held Molina Healthcare as of Q1 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2023, filed 3 May 2023.