WP
POL

WealthPLAN Partners’s Polished.com Inc. POL Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-200
Closed -$5.2K – 1414
2023
Q1 		$5.2K Hold
200
– – ﹤0.01% 992
2022
Q4 		$8.11K Buy
+200
New +$6K ﹤0.01% 393

Other funds holding POL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $314M AUM 48.29% 1-Year Est. Return
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $233M AUM 24.32% 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 $5.19B AUM 23.19% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
ACM
Altium Capital Management New York $47.5M AUM 115.72% 1-Year Est. Return

WealthPLAN Partners's POL Position: Q2 2023 in Review

WealthPLAN Partners sold out of Polished.com Inc. (POL) in Q2 2023, closing a stake of 200 shares — an estimated $5.2K sold.

WealthPLAN Partners first reported a position in POL in Q4 2022 and held it in 2 quarters. The position peaked at $8.11K in Q4 2022. 46 funds tracked by Wall St. Rank hold POL as of Q2 2023.

  • WealthPLAN Partners reported no remaining Polished.com Inc. position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 200 Polished.com Inc. shares in Q2 2023, an estimated $5.2K.
  • WealthPLAN Partners first reported a position in Polished.com Inc. in Q4 2022 and held it in 2 quarters.
  • WealthPLAN Partners's Polished.com Inc. position peaked at $8.11K in Q4 2022.
  • 46 funds tracked by Wall St. Rank held Polished.com Inc. as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.