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Polaris Wealth Advisory Group’s Skyworks Solutions SWKS Stock Holding History

Polaris Wealth Advisory Group’s Portfolio SWKS Stock Details SWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,078
Closed -$245K – 190
2023
Q1 		$245K Hold
2,078
– – 0.02% 157
2022
Q4 		$209K Buy
+2,078
New +$186K 0.02% 166
2022
Q3 		– Sell
-125,968
Closed -$11.7M – 176
2022
Q2 		$11.7M Buy
+125,968
New +$13.6M 0.93% 35
2022
Q1 		– Sell
-1,474
Closed -$229K – 194
2021
Q4 		$229K Sell
1,474
-10
-0.7% -$1.6K 0.01% 164
2021
Q3 		$241K Sell
1,484
-204,527
-99% -$37.4M 0.01% 152
2021
Q2 		$38.9M Buy
206,011
+204,487
+13,418% +$36.3M 2.31% 10
2021
Q1 		$288K Buy
1,524
+31
+2% +$5.39K 0.02% 147
2020
Q4 		$244K Sell
1,493
-28,791
-95% -$4.21M 0.02% 161
2020
Q3 		$4.59M Sell
30,284
-43,889
-59% -$6.1M 0.43% 62
2020
Q2 		$9.34M Sell
74,173
-18,123
-20% -$2.01M 0.74% 45
2020
Q1 		$8.25M Sell
92,296
-175,473
-66% -$18.7M 0.9% 34
2019
Q4 		$33M Buy
267,769
+225,871
+539% +$22.2M 2.2% 12
2019
Q3 		$3.16M Buy
41,898
+6,278
+18% +$500K 0.26% 64
2019
Q2 		$2.92M Sell
35,620
-277,101
-89% -$22M 0.22% 69
2019
Q1 		$26.2M Buy
+312,721
New +$24.1M 1.97% 15
2018
Q4 		– Sell
-1,474
Closed -$134K – 417
2018
Q3 		$134K Buy
1,474
+1,444
+4,813% +$135K 0.01% 176
2018
Q2 		$3K Sell
30
-1,474
-98% -$143K ﹤0.01% 236
2018
Q1 		$151K Buy
+1,504
New +$156K 0.01% 151
2016
Q4 		– Sell
-255,168
Closed -$19.4M – 126
2016
Q3 		$19.4M Buy
+255,168
New +$17.8M 2.32% 9

Other funds holding SWKS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Polaris Wealth Advisory Group's SWKS Position: Q2 2023 in Review

Polaris Wealth Advisory Group sold out of Skyworks Solutions (SWKS) in Q2 2023, closing a stake of 2,078 shares — an estimated $245K sold.

Polaris Wealth Advisory Group first reported a position in SWKS in Q3 2016 and held it in 19 quarters. The position peaked at $38.9M in Q2 2021. 891 funds tracked by Wall St. Rank hold SWKS as of Q2 2023.

  • Polaris Wealth Advisory Group reported no remaining Skyworks Solutions position as of Q2 2023 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 2,078 Skyworks Solutions shares in Q2 2023, an estimated $245K.
  • Polaris Wealth Advisory Group first reported a position in Skyworks Solutions in Q3 2016 and held it in 19 quarters.
  • Polaris Wealth Advisory Group's Skyworks Solutions position peaked at $38.9M in Q2 2021.
  • 891 funds tracked by Wall St. Rank held Skyworks Solutions as of Q2 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.