AWM
POLY

Adams Wealth Management’s Plantronics, Inc. POLY Stock Holding History

Adams Wealth Management’s Portfolio POLY Stock Details POLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-514
Closed -$6K – 365
2020
Q3 		$6K Buy
+514
New +$8.02K ﹤0.01% 219

Other funds holding POLY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return

Adams Wealth Management's POLY Position: Q4 2020 in Review

Adams Wealth Management sold out of Plantronics, Inc. (POLY) in Q4 2020, closing a stake of 514 shares — an estimated $6K sold.

Adams Wealth Management first reported a position in POLY in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 166 funds tracked by Wall St. Rank hold POLY as of Q4 2020.

  • Adams Wealth Management reported no remaining Plantronics, Inc. position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 514 Plantronics, Inc. shares in Q4 2020, an estimated $6K.
  • Adams Wealth Management first reported a position in Plantronics, Inc. in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Plantronics, Inc. position peaked at $6K in Q3 2020.
  • 166 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.