American Portfolios Advisors’s Plantronics, Inc. POLY Stock Holding History

American Portfolios Advisors’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
2021 Q2	–	Sell	-270	Closed	-$10.5K	–	3475
2021 Q1	$10.5K	Hold	270	–	–	﹤0.01%	2362
2020 Q4	$7.3K	Hold	270	–	–	﹤0.01%	2259
2020 Q3	$3.2K	Hold	270	–	–	﹤0.01%	2442
2020 Q2	$3.96K	Hold	270	–	–	﹤0.01%	2316
2020 Q1	$2.72K	Hold	270	–	–	﹤0.01%	2296
2019 Q4	$7.38K	Hold	270	–	–	﹤0.01%	2121
2019 Q3	$10.1K	Hold	270	–	–	﹤0.01%	1927
2019 Q2	$10K	Hold	270	–	–	﹤0.01%	1901
2019 Q1	$12.4K	Hold	270	–	–	﹤0.01%	1748
2018 Q4	$8.94K	Hold	270	–	–	﹤0.01%	1671
2018 Q3	$16.3K	Hold	270	–	–	﹤0.01%	1565
2018 Q2	$20.6K	Hold	270	–	–	﹤0.01%	1449
2018 Q1	$16.3K	Hold	270	–	–	﹤0.01%	1457
2017 Q4	$13.6K	Buy	+270	New	+$13.3K	﹤0.01%	1475

Other funds holding POLY

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

American Portfolios Advisors's POLY Position: Q2 2021 in Review

American Portfolios Advisors sold out of Plantronics, Inc. (POLY) in Q2 2021, closing a stake of 270 shares — an estimated $10.5K sold.

American Portfolios Advisors first reported a position in POLY in Q4 2017 and held it in 14 quarters. The position peaked at $20.6K in Q2 2018. 166 funds tracked by Wall St. Rank hold POLY as of Q2 2021.

American Portfolios Advisors reported no remaining Plantronics, Inc. position as of Q2 2021 after selling out during the quarter.
American Portfolios Advisors sold 270 Plantronics, Inc. shares in Q2 2021, an estimated $10.5K.
American Portfolios Advisors first reported a position in Plantronics, Inc. in Q4 2017 and held it in 14 quarters.
American Portfolios Advisors's Plantronics, Inc. position peaked at $20.6K in Q2 2018.
166 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q2 2021.

Based on American Portfolios Advisors's 13F filing for Q2 2021, filed 22 Mar 2023.