AAS
POL

Annex Advisory Services’s Polished.com Inc. POL Stock Holding History

Annex Advisory Services’s Portfolio POL Stock Details POL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-210
Closed -$5.46K – 268
2023
Q1 		$5.46K Hold
210
– – ﹤0.01% 243
2022
Q4 		$6.07K Hold
210
– – ﹤0.01% 252
2022
Q3 		$5K Hold
210
– – ﹤0.01% 238
2022
Q2 		$13K Buy
+210
New +$15.5K ﹤0.01% 256
2022
Q1 		– Sell
-210
Closed -$25K – 275
2021
Q4 		$25K Hold
210
– – ﹤0.01% 250
2021
Q3 		$33K Buy
+210
New +$31.6K ﹤0.01% 213

Other funds holding POL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
ACM
Altium Capital Management New York $42M AUM

Annex Advisory Services's POL Position: Q2 2023 in Review

Annex Advisory Services sold out of Polished.com Inc. (POL) in Q2 2023, closing a stake of 210 shares — an estimated $5.46K sold.

Annex Advisory Services first reported a position in POL in Q3 2021 and held it in 6 quarters. The position peaked at $33K in Q3 2021. 46 funds tracked by Wall St. Rank hold POL as of Q2 2023.

  • Annex Advisory Services reported no remaining Polished.com Inc. position as of Q2 2023 after selling out during the quarter.
  • Annex Advisory Services sold 210 Polished.com Inc. shares in Q2 2023, an estimated $5.46K.
  • Annex Advisory Services first reported a position in Polished.com Inc. in Q3 2021 and held it in 6 quarters.
  • Annex Advisory Services's Polished.com Inc. position peaked at $33K in Q3 2021.
  • 46 funds tracked by Wall St. Rank held Polished.com Inc. as of Q2 2023.

Based on Annex Advisory Services's 13F filing for Q2 2023, filed 24 Jul 2023.