Clearstead Advisors’s Polar Power POLA Stock Holding History

Clearstead Advisors’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
2025 Q1	–	Sell	-28	Closed	-$90	–	2287
2024 Q4	$90	Buy	+28	New	+$88	﹤0.01%	2051

Other funds holding POLA

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIM

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors's POLA Position: Q1 2025 in Review

Clearstead Advisors sold out of Polar Power (POLA) in Q1 2025, closing a stake of 28 shares — an estimated $90 sold.

Clearstead Advisors first reported a position in POLA in Q4 2024 and held it in 1 quarter. The position peaked at $90 in Q4 2024. 12 funds tracked by Wall St. Rank hold POLA as of Q1 2025.

Clearstead Advisors reported no remaining Polar Power position as of Q1 2025 after selling out during the quarter.
Clearstead Advisors sold 28 Polar Power shares in Q1 2025, an estimated $90.
Clearstead Advisors first reported a position in Polar Power in Q4 2024 and held it in 1 quarter.
Clearstead Advisors's Polar Power position peaked at $90 in Q4 2024.
12 funds tracked by Wall St. Rank held Polar Power as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.