Capstone Investment Advisors
POLY

Capstone Investment Advisors’s Plantronics, Inc. POLY Stock Holding History

Capstone Investment 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
2022
Q3 		– Sell
-7,867
Closed -$312K – 1938
2022
Q2 		$312K Buy
+7,867
New +$312K ﹤0.01% 1338

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 $5.54B AUM 27.43% 1-Year Est. Return

Capstone Investment Advisors's POLY Position: Q3 2022 in Review

Capstone Investment Advisors sold out of Plantronics, Inc. (POLY) in Q3 2022, closing a stake of 7,867 shares — an estimated $312K sold.

Capstone Investment Advisors first reported a position in POLY in Q2 2022 and held it in 1 quarter. The position peaked at $312K in Q2 2022. 2 funds tracked by Wall St. Rank hold POLY as of Q3 2022.

  • Capstone Investment Advisors reported no remaining Plantronics, Inc. position as of Q3 2022 after selling out during the quarter.
  • Capstone Investment Advisors sold 7,867 Plantronics, Inc. shares in Q3 2022, an estimated $312K.
  • Capstone Investment Advisors first reported a position in Plantronics, Inc. in Q2 2022 and held it in 1 quarter.
  • Capstone Investment Advisors's Plantronics, Inc. position peaked at $312K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2022.

Based on Capstone Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.