AF
POLY

Allworth Financial’s Plantronics, Inc. POLY Stock Holding History

Allworth Financial’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
2022
Q3 		– Sell
-19
Closed -$1K – 3266
2022
Q2 		$1K Buy
+19
New +$754 ﹤0.01% 2334

Other funds holding POLY

MTIM
Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Allworth Financial's POLY Position: Q3 2022 in Review

Allworth Financial sold out of Plantronics, Inc. (POLY) in Q3 2022, closing a stake of 19 shares — an estimated $1K sold.

Allworth Financial first reported a position in POLY in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 2 funds tracked by Wall St. Rank hold POLY as of Q3 2022.

  • Allworth Financial reported no remaining Plantronics, Inc. position as of Q3 2022 after selling out during the quarter.
  • Allworth Financial sold 19 Plantronics, Inc. shares in Q3 2022, an estimated $1K.
  • Allworth Financial first reported a position in Plantronics, Inc. in Q2 2022 and held it in 1 quarter.
  • Allworth Financial's Plantronics, Inc. position peaked at $1K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2022.

Based on Allworth Financial's 13F filing for Q3 2022, filed 18 Oct 2022.