WIM
POL

WealthPlan Investment Management’s Polished.com Inc. POL Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-200
Closed -$7.66K – 591
2022
Q4 		$7.66K Hold
200
– – ﹤0.01% 392
2022
Q3 		$8K Buy
+200
New +$9.67K ﹤0.01% 371

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
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
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
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

WealthPlan Investment Management's POL Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Polished.com Inc. (POL) in Q1 2023, closing a stake of 200 shares — an estimated $7.66K sold.

WealthPlan Investment Management first reported a position in POL in Q3 2022 and held it in 2 quarters. The position peaked at $8K in Q3 2022. 52 funds tracked by Wall St. Rank hold POL as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Polished.com Inc. position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 200 Polished.com Inc. shares in Q1 2023, an estimated $7.66K.
  • WealthPlan Investment Management first reported a position in Polished.com Inc. in Q3 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Polished.com Inc. position peaked at $8K in Q3 2022.
  • 52 funds tracked by Wall St. Rank held Polished.com Inc. as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.