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| Name: |
Polaris Wealth Advisers LLC |
| City: |
San Francisco |
| State: |
CA |
| Zip: |
94111 |
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data |
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Filing Period: |
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| Holdings
Found :
18 |
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Currently
Viewing:
Closed Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DE |
Deere & Co |
182 |
Closed |
$395.96 |
$0 |
0 |
0% |
-2,686,000 |
-6,630 |
0 |
Farm & Construction M... |
|
|
IJR |
iShares Core S&P Small-Cap |
169 |
Closed |
$106.33 |
$0 |
0 |
0% |
-4,052,000 |
-40,663 |
0 |
Closed - End Fund - E... |
|
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AMT |
American Tower Corp |
175 |
Closed |
$179.64 |
$0 |
0 |
0% |
-4,031,000 |
-20,786 |
0 |
Integrated Telecommun... |
|
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EFG |
iShares MSCI EAFE Growth ETF |
181 |
Closed |
$0.00 |
$0 |
0 |
0% |
-3,326,000 |
-34,861 |
0 |
Closed - End Fund - E... |
|
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CLF |
Cleveland-Cliffs Inc |
168 |
Closed |
$17.28 |
$0 |
0 |
0% |
-7,065,000 |
-421,539 |
0 |
Steel & Iron |
|
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EMB |
iShares JPMorgan USD Emerg ... |
174 |
Closed |
$87.86 |
$0 |
0 |
0% |
-9,814,000 |
-113,398 |
0 |
Closed - End Fund - E... |
|
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VMBS |
Vanguard Mortgage-Backed S |
180 |
Closed |
$44.51 |
$0 |
0 |
0% |
-8,077,000 |
-175,628 |
0 |
Closed - End Fund - Debt |
|
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SCZ |
ISHARES MSCI EAFE SM |
173 |
Closed |
$62.17 |
$0 |
0 |
0% |
-3,458,000 |
-58,638 |
0 |
Closed - End Fund - E... |
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BABA |
Alibaba Group Holding Limited |
179 |
Closed |
$80.33 |
$0 |
0 |
0% |
-5,408,000 |
-64,887 |
0 |
N/A |
|
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CF |
CF Industries Holdings Inc |
185 |
Closed |
$73.87 |
$0 |
0 |
0% |
-1,276,000 |
-18,378 |
0 |
Basic Materials Whole... |
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INTC |
Intel Corp |
172 |
Closed |
$30.51 |
$0 |
0 |
0% |
-13,312,000 |
-398,081 |
0 |
Semiconductor- Broad... |
|
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QQQ |
Invesco QQQ Trust Series I |
178 |
Closed |
$426.90 |
$0 |
0 |
0% |
-9,314,000 |
-25,214 |
0 |
Closed - End Fund - Debt |
|
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IEMG |
Ishares Core Msci Emerging ... |
184 |
Closed |
$52.97 |
$0 |
0 |
0% |
-3,501,000 |
-71,026 |
0 |
N/A |
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LULU |
Lululemon Athletica Inc |
171 |
Closed |
$350.80 |
$0 |
0 |
0% |
-988,000 |
-2,609 |
0 |
Textile - Apparel Clo... |
|
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VTC |
Vanguard Total Corporate Bond |
177 |
Closed |
$0.00 |
$0 |
0 |
0% |
-14,129,000 |
-186,747 |
0 |
N/A |
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DFE |
WisdomTree Europe SmallCap ... |
183 |
Closed |
$59.29 |
$0 |
0 |
0% |
-206,000 |
-3,695 |
0 |
Closed - End Fund - E... |
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MDT |
Medtronic Plc |
170 |
Closed |
$80.92 |
$0 |
0 |
0% |
-6,519,000 |
-73,998 |
0 |
Medical Appliances & ... |
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M |
Macys Inc |
176 |
Closed |
$19.12 |
$0 |
0 |
0% |
-7,062,000 |
-439,976 |
0 |
Department Stores |
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