PWAG
RL icon

Polaris Wealth Advisory Group’s Ralph Lauren RL Stock Holding History

Polaris Wealth Advisory Group’s Portfolio RL Stock Details RL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-61,571
Closed -$4.42M – 207
2020
Q3 		$4.42M Buy
+61,571
New +$4.39M 0.42% 65

Other funds holding RL

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Polaris Wealth Advisory Group's RL Position: Q4 2020 in Review

Polaris Wealth Advisory Group sold out of Ralph Lauren (RL) in Q4 2020, closing a stake of 61,571 shares — an estimated $4.42M sold.

Polaris Wealth Advisory Group first reported a position in RL in Q3 2020 and held it in 1 quarter. The position peaked at $4.42M in Q3 2020. 339 funds tracked by Wall St. Rank hold RL as of Q4 2020.

  • Polaris Wealth Advisory Group reported no remaining Ralph Lauren position as of Q4 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 61,571 Ralph Lauren shares in Q4 2020, an estimated $4.42M.
  • Polaris Wealth Advisory Group first reported a position in Ralph Lauren in Q3 2020 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Ralph Lauren position peaked at $4.42M in Q3 2020.
  • 339 funds tracked by Wall St. Rank held Ralph Lauren as of Q4 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2020, filed 25 Jan 2021.