CFA
POL.WS

Capstone Financial Advisors’s Polished.com Inc. Warrants to Purchase Common Stock POL.WS Stock Holding History

Capstone Financial Advisors’s Portfolio POL.WS Stock Details POL.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-50,000
Closed -$3.25K – 157
2023
Q2 		$3.25K Hold
50,000
– – ﹤0.01% 145
2023
Q1 		$4.95K Hold
50,000
– – ﹤0.01% 138
2022
Q4 		$4K Hold
50,000
– – ﹤0.01% 138
2022
Q3 		$6K Hold
50,000
– – ﹤0.01% 138
2022
Q2 		$13K Hold
50,000
– – ﹤0.01% 135
2022
Q1 		$31K Buy
50,000
+35,000
+233% +$27.9K ﹤0.01% 134
2021
Q4 		$18K Hold
15,000
– – ﹤0.01% 140
2021
Q3 		$25K Buy
+15,000
New +$23.8K ﹤0.01% 141

Other funds holding POL.WS

KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
IP
Intellectus Partners San Francisco, California $490M AUM 35.11% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $244M AUM 26.8% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Capstone Financial Advisors's POL.WS Position: Q3 2023 in Review

Capstone Financial Advisors sold out of Polished.com Inc. Warrants to Purchase Common Stock (POL.WS) in Q3 2023, closing a stake of 50,000 shares — an estimated $3.25K sold.

Capstone Financial Advisors first reported a position in POL.WS in Q3 2021 and held it in 8 quarters. The position peaked at $31K in Q1 2022. 9 funds tracked by Wall St. Rank hold POL.WS as of Q3 2023.

  • Capstone Financial Advisors reported no remaining Polished.com Inc. Warrants to Purchase Common Stock position as of Q3 2023 after selling out during the quarter.
  • Capstone Financial Advisors sold 50,000 Polished.com Inc. Warrants to Purchase Common Stock shares in Q3 2023, an estimated $3.25K.
  • Capstone Financial Advisors first reported a position in Polished.com Inc. Warrants to Purchase Common Stock in Q3 2021 and held it in 8 quarters.
  • Capstone Financial Advisors's Polished.com Inc. Warrants to Purchase Common Stock position peaked at $31K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Polished.com Inc. Warrants to Purchase Common Stock as of Q3 2023.

Based on Capstone Financial Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.