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Polaris Wealth Advisory Group’s Ferrari RACE Stock Holding History

Polaris Wealth Advisory Group’s Portfolio RACE Stock Details RACE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-164
Closed -$22K – 376
2018
Q3 		$22K Buy
+164
New +$21.6K ﹤0.01% 317
2018
Q2 		– Sell
-164
Closed -$20K – 387
2018
Q1 		$20K Buy
+164
New +$19.9K ﹤0.01% 297

Other funds holding RACE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Polaris Wealth Advisory Group's RACE Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Ferrari (RACE) in Q4 2018, closing a stake of 164 shares — an estimated $22K sold.

Polaris Wealth Advisory Group first reported a position in RACE in Q1 2018 and held it in 2 quarters. The position peaked at $22K in Q3 2018. 292 funds tracked by Wall St. Rank hold RACE as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Ferrari position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 164 Ferrari shares in Q4 2018, an estimated $22K.
  • Polaris Wealth Advisory Group first reported a position in Ferrari in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Ferrari position peaked at $22K in Q3 2018.
  • 292 funds tracked by Wall St. Rank held Ferrari as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.