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Polaris Wealth Advisory Group’s Synopsys SNPS Stock Holding History

Polaris Wealth Advisory Group’s Portfolio SNPS Stock Details SNPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,222
Closed -$616K – 198
2021
Q2 		$616K Buy
+2,222
New +$564K 0.04% 111

Other funds holding SNPS

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polaris Wealth Advisory Group's SNPS Position: Q3 2021 in Review

Polaris Wealth Advisory Group sold out of Synopsys (SNPS) in Q3 2021, closing a stake of 2,222 shares — an estimated $616K sold.

Polaris Wealth Advisory Group first reported a position in SNPS in Q2 2021 and held it in 1 quarter. The position peaked at $616K in Q2 2021. 780 funds tracked by Wall St. Rank hold SNPS as of Q3 2021.

  • Polaris Wealth Advisory Group reported no remaining Synopsys position as of Q3 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 2,222 Synopsys shares in Q3 2021, an estimated $616K.
  • Polaris Wealth Advisory Group first reported a position in Synopsys in Q2 2021 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Synopsys position peaked at $616K in Q2 2021.
  • 780 funds tracked by Wall St. Rank held Synopsys as of Q3 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2021, filed 18 Oct 2021.