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Polaris Wealth Advisory Group’s RH RH Stock Holding History

Polaris Wealth Advisory Group’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-700
Closed -$92K – 378
2018
Q3 		$92K Buy
+700
New +$98.2K 0.01% 206
2018
Q2 		– Sell
-700
Closed -$67K – 388
2018
Q1 		$67K Buy
+700
New +$62.1K 0.01% 200

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HAM
HHR Asset Management Berkeley Heights, New Jersey $552M AUM 15.61% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of RH (RH) in Q4 2018, closing a stake of 700 shares — an estimated $92K sold.

Polaris Wealth Advisory Group first reported a position in RH in Q1 2018 and held it in 2 quarters. The position peaked at $92K in Q3 2018. 263 funds tracked by Wall St. Rank hold RH as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining RH position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 700 RH shares in Q4 2018, an estimated $92K.
  • Polaris Wealth Advisory Group first reported a position in RH in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's RH position peaked at $92K in Q3 2018.
  • 263 funds tracked by Wall St. Rank held RH as of Q4 2018.

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