PWAG
WPRT

Polaris Wealth Advisory Group’s Westport Fuel Systems WPRT Stock Holding History

Polaris Wealth Advisory Group’s Portfolio WPRT Stock Details WPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,000
Closed -$33K – 197
2021
Q3 		$33K Sell
1,000
-1,798
-64% -$72.4K ﹤0.01% 167
2021
Q2 		$147K Sell
2,798
-2
-0.1% -$121 0.01% 168
2021
Q1 		$187K Buy
+2,800
New +$237K 0.01% 168

Other funds holding WPRT

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AIC
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PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

Polaris Wealth Advisory Group's WPRT Position: Q4 2021 in Review

Polaris Wealth Advisory Group sold out of Westport Fuel Systems (WPRT) in Q4 2021, closing a stake of 1,000 shares — an estimated $33K sold.

Polaris Wealth Advisory Group first reported a position in WPRT in Q1 2021 and held it in 3 quarters. The position peaked at $187K in Q1 2021. 125 funds tracked by Wall St. Rank hold WPRT as of Q4 2021.

  • Polaris Wealth Advisory Group reported no remaining Westport Fuel Systems position as of Q4 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,000 Westport Fuel Systems shares in Q4 2021, an estimated $33K.
  • Polaris Wealth Advisory Group first reported a position in Westport Fuel Systems in Q1 2021 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Westport Fuel Systems position peaked at $187K in Q1 2021.
  • 125 funds tracked by Wall St. Rank held Westport Fuel Systems as of Q4 2021.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2021, filed 26 Jan 2022.