PWS
POL

Private Wealth Strategies’s Polished.com Inc. POL Stock Holding History

Private Wealth Strategies’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
-758
Closed -$3.06K – 82
2023
Q3 		$3.06K Hold
758
– – ﹤0.01% 73
2023
Q2 		$17.4K Hold
758
– – ﹤0.01% 75
2023
Q1 		$19.7K Hold
758
– – 0.01% 76
2022
Q4 		$21.9K Hold
758
– – 0.01% 73
2022
Q3 		$19K Hold
758
– – 0.01% 75
2022
Q2 		$46K Hold
758
– – 0.01% 73
2022
Q1 		$73K Hold
758
– – 0.02% 77
2021
Q4 		$91K Hold
758
– – 0.02% 79
2021
Q3 		$119K Buy
+758
New +$114K 0.03% 83

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

Private Wealth Strategies's POL Position: Q4 2023 in Review

Private Wealth Strategies sold out of Polished.com Inc. (POL) in Q4 2023, closing a stake of 758 shares — an estimated $3.06K sold.

Private Wealth Strategies first reported a position in POL in Q3 2021 and held it in 9 quarters. The position peaked at $119K in Q3 2021. 15 funds tracked by Wall St. Rank hold POL as of Q4 2023.

  • Private Wealth Strategies reported no remaining Polished.com Inc. position as of Q4 2023 after selling out during the quarter.
  • Private Wealth Strategies sold 758 Polished.com Inc. shares in Q4 2023, an estimated $3.06K.
  • Private Wealth Strategies first reported a position in Polished.com Inc. in Q3 2021 and held it in 9 quarters.
  • Private Wealth Strategies's Polished.com Inc. position peaked at $119K in Q3 2021.
  • 15 funds tracked by Wall St. Rank held Polished.com Inc. as of Q4 2023.

Based on Private Wealth Strategies's 13F filing for Q4 2023, filed 12 Feb 2024.