BHWM
POLY

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

Beaird Harris 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
2022
Q1 		– Sell
-100
Closed -$3K – 770
2021
Q4 		$3K Buy
+100
New +$2.77K ﹤0.01% 553

Other funds holding POLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Beaird Harris Wealth Management's POLY Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of Plantronics, Inc. (POLY) in Q1 2022, closing a stake of 100 shares — an estimated $3K sold.

Beaird Harris Wealth Management first reported a position in POLY in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 184 funds tracked by Wall St. Rank hold POLY as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining Plantronics, Inc. position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 100 Plantronics, Inc. shares in Q1 2022, an estimated $3K.
  • Beaird Harris Wealth Management first reported a position in Plantronics, Inc. in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Plantronics, Inc. position peaked at $3K in Q4 2021.
  • 184 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.