PWAG
WORX

Polaris Wealth Advisory Group’s SCWORX CORP NEW WORX Stock Holding History

Polaris Wealth Advisory Group’s Portfolio WORX Stock Details WORX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1
Closed -$2K – 469
2018
Q3 		$2K Buy
+1
New +$1.09K ﹤0.01% 488
2018
Q2 		– Sell
-1
Closed -$3K – 435
2018
Q1 		$3K Buy
+1
New +$3.15K ﹤0.01% 430

Other funds holding WORX

WCM
Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.55B AUM 28.47% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of SCWORX CORP NEW (WORX) in Q4 2018, closing a stake of 1 share — an estimated $2K sold.

Polaris Wealth Advisory Group first reported a position in WORX in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2018. 9 funds tracked by Wall St. Rank hold WORX as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining SCWORX CORP NEW position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1 SCWORX CORP NEW share in Q4 2018, an estimated $2K.
  • Polaris Wealth Advisory Group first reported a position in SCWORX CORP NEW in Q1 2018 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's SCWORX CORP NEW position peaked at $3K in Q1 2018.
  • 9 funds tracked by Wall St. Rank held SCWORX CORP NEW as of Q4 2018.

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