CFA
POL

Capstone Financial Advisors’s Polished.com Inc. POL Stock Holding History

Capstone Financial Advisors’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
Q4 		– Sell
-2,000
Closed -$8.07K – 158
2023
Q3 		$8.07K Buy
2,000
+1,400
+233% +$18.1K ﹤0.01% 142
2023
Q2 		$13.8K Buy
600
+300
+100% +$7.25K ﹤0.01% 142
2023
Q1 		$7.8K Hold
300
– – ﹤0.01% 137
2022
Q4 		$8.67K Hold
300
– – ﹤0.01% 136
2022
Q3 		$8K Hold
300
– – ﹤0.01% 136
2022
Q2 		$18K Hold
300
– – ﹤0.01% 134
2022
Q1 		$29K Hold
300
– – ﹤0.01% 135
2021
Q4 		$36K Hold
300
– – ﹤0.01% 135
2021
Q3 		$47K Hold
300
– – ﹤0.01% 135
2021
Q2 		$58K Buy
+300
New +$82K ﹤0.01% 136

Other funds holding POL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return

Capstone Financial Advisors's POL Position: Q4 2023 in Review

Capstone Financial Advisors sold out of Polished.com Inc. (POL) in Q4 2023, closing a stake of 2,000 shares — an estimated $8.07K sold.

Capstone Financial Advisors first reported a position in POL in Q2 2021 and held it in 10 quarters. The position peaked at $58K in Q2 2021. 15 funds tracked by Wall St. Rank hold POL as of Q4 2023.

  • Capstone Financial Advisors reported no remaining Polished.com Inc. position as of Q4 2023 after selling out during the quarter.
  • Capstone Financial Advisors sold 2,000 Polished.com Inc. shares in Q4 2023, an estimated $8.07K.
  • Capstone Financial Advisors first reported a position in Polished.com Inc. in Q2 2021 and held it in 10 quarters.
  • Capstone Financial Advisors's Polished.com Inc. position peaked at $58K in Q2 2021.
  • 15 funds tracked by Wall St. Rank held Polished.com Inc. as of Q4 2023.

Based on Capstone Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.