PWAG
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Polaris Wealth Advisory Group’s PVH PVH Stock Holding History

Polaris Wealth Advisory Group’s Portfolio PVH Stock Details PVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-188,567
Closed -$19.6M – 196
2020
Q4 		$19.6M Buy
+188,567
New +$14.4M 1.46% 24
2019
Q2 		– Sell
-2,812
Closed -$352K – 171
2019
Q1 		$352K Buy
+2,812
New +$308K 0.03% 124
2018
Q4 		– Sell
-38
Closed -$5K – 372
2018
Q3 		$5K Buy
+38
New +$5.62K ﹤0.01% 448

Other funds holding PVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of PVH (PVH) in Q1 2021, closing a stake of 188,567 shares — an estimated $19.6M sold.

Polaris Wealth Advisory Group first reported a position in PVH in Q3 2018 and held it in 3 quarters. The position peaked at $19.6M in Q4 2020. 384 funds tracked by Wall St. Rank hold PVH as of Q1 2021.

  • Polaris Wealth Advisory Group reported no remaining PVH position as of Q1 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 188,567 PVH shares in Q1 2021, an estimated $19.6M.
  • Polaris Wealth Advisory Group first reported a position in PVH in Q3 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's PVH position peaked at $19.6M in Q4 2020.
  • 384 funds tracked by Wall St. Rank held PVH as of Q1 2021.

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