Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Polar Power POLA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio POLA Stock Details POLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$1K Hold
21
– – ﹤0.01% 2835
2021
Q1 		$1K Hold
21
– – ﹤0.01% 2835
2020
Q4 		$1K Hold
21
– – ﹤0.01% 2835
2020
Q3 		$1K Hold
21
– – ﹤0.01% 2834
2020
Q2 		$1K Hold
21
– – ﹤0.01% 2834
2020
Q1 		$1K Hold
21
– – ﹤0.01% 2833
2019
Q4 		$1K Hold
21
– – ﹤0.01% 2833
2019
Q3 		$1K Hold
21
– – ﹤0.01% 2833
2019
Q2 		$1K Hold
21
– – ﹤0.01% 2833
2019
Q1 		$1K Buy
+21
New +$724 ﹤0.01% 2832

Other funds holding POLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TEE
Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s POLA Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its Polar Power (POLA) position steady in Q2 2021 at 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

Carson Wealth (CWM LLC) first reported a position in POLA in Q1 2019 and has held it in 10 quarters since. 31 funds tracked by Wall St. Rank hold POLA as of Q2 2021.

  • Carson Wealth (CWM LLC) held 21 shares of Polar Power worth $1K as of Q2 2021.
  • Carson Wealth (CWM LLC) left its Polar Power share count unchanged in Q2 2021.
  • Polar Power made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2835 holding.
  • Carson Wealth (CWM LLC) first reported a position in Polar Power in Q1 2019 and has held it in 10 quarters since.
  • 31 funds tracked by Wall St. Rank held Polar Power as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.