SWM
POL

Selective Wealth Management’s Polished.com Inc. POL Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-4
Closed – – 776
2022
Q3 		$0 Sell
4
-2
-33% -$97 ﹤0.01% 844
2022
Q2 		$0 Hold
6
– – ﹤0.01% 836
2022
Q1 		$1K Hold
6
– – ﹤0.01% 705
2021
Q4 		$1K Hold
6
– – ﹤0.01% 650
2021
Q3 		$1K Buy
+6
New +$904 ﹤0.01% 580

Other funds holding POL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Praetorian Capital Management Coral Gables, Florida $137M AUM
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $220M AUM 18.32% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
ACM
Altium Capital Management New York $42M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return

Selective Wealth Management's POL Position: Q4 2022 in Review

Selective Wealth Management sold out of Polished.com Inc. (POL) in Q4 2022, closing a stake of 4 shares.

Selective Wealth Management first reported a position in POL in Q3 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 58 funds tracked by Wall St. Rank hold POL as of Q4 2022.

  • Selective Wealth Management reported no remaining Polished.com Inc. position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 4 Polished.com Inc. shares in Q4 2022.
  • Selective Wealth Management first reported a position in Polished.com Inc. in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's Polished.com Inc. position peaked at $1K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held Polished.com Inc. as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.