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Trellis Wealth Advisors’s Polar Power POLA Stock Holding History

Trellis Wealth 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
2024
Q4 		– Sell
-2,485
Closed -$8.29K – 35
2024
Q3 		$8.29K Hold
2,485
– – ﹤0.01% 30
2024
Q2 		$6.94K Hold
2,485
– – ﹤0.01% 30
2024
Q1 		$9.65K Hold
2,485
– – 0.01% 25
2023
Q4 		$7.07K Hold
2,485
– – ﹤0.01% 35
2023
Q3 		$19.3K Hold
2,485
– – 0.01% 35
2023
Q2 		$22.8K Hold
2,485
– – 0.02% 31
2023
Q1 		$23K Hold
2,485
– – 0.02% 30
2022
Q4 		$22.4K Buy
+2,485
New +$35.6K 0.02% 29

Other funds holding POLA

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
SIM
Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Trellis Wealth Advisors's POLA Position: Q4 2024 in Review

Trellis Wealth Advisors sold out of Polar Power (POLA) in Q4 2024, closing a stake of 2,485 shares — an estimated $8.29K sold.

Trellis Wealth Advisors first reported a position in POLA in Q4 2022 and held it in 8 quarters. The position peaked at $23K in Q1 2023. 12 funds tracked by Wall St. Rank hold POLA as of Q4 2024.

  • Trellis Wealth Advisors reported no remaining Polar Power position as of Q4 2024 after selling out during the quarter.
  • Trellis Wealth Advisors sold 2,485 Polar Power shares in Q4 2024, an estimated $8.29K.
  • Trellis Wealth Advisors first reported a position in Polar Power in Q4 2022 and held it in 8 quarters.
  • Trellis Wealth Advisors's Polar Power position peaked at $23K in Q1 2023.
  • 12 funds tracked by Wall St. Rank held Polar Power as of Q4 2024.

Based on Trellis Wealth Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.