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Polaris Wealth Advisory Group’s Block Inc XYZ Stock Holding History

Polaris Wealth Advisory Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,035
Closed -$734K – 208
2021
Q2 		$734K Buy
+3,035
New +$704K 0.04% 105

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Block Inc (XYZ) in Q3 2021, closing a stake of 3,035 shares — an estimated $734K sold.

Polaris Wealth Advisory Group first reported a position in XYZ in Q2 2021 and held it in 1 quarter. The position peaked at $734K in Q2 2021. 1,379 funds tracked by Wall St. Rank hold XYZ as of Q3 2021.

  • Polaris Wealth Advisory Group reported no remaining Block Inc position as of Q3 2021 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 3,035 Block Inc shares in Q3 2021, an estimated $734K.
  • Polaris Wealth Advisory Group first reported a position in Block Inc in Q2 2021 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Block Inc position peaked at $734K in Q2 2021.
  • 1,379 funds tracked by Wall St. Rank held Block Inc as of Q3 2021.

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