Carson Wealth (CWM LLC)
POLY

Carson Wealth (CWM LLC)’s Plantronics, Inc. POLY Stock Holding History

Carson Wealth (CWM LLC)’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
-107
Closed -$3K – 4014
2021
Q4 		$3K Buy
+107
New +$2.96K ﹤0.01% 3069
2018
Q4 		– Sell
-14
Closed -$1K – 2301
2018
Q3 		$1K Hold
14
– – ﹤0.01% 1786
2018
Q2 		$1K Hold
14
– – ﹤0.01% 1638
2018
Q1 		$1K Hold
14
– – ﹤0.01% 1355
2017
Q4 		$1K Hold
14
– – ﹤0.01% 1415
2017
Q3 		$1K Hold
14
– – ﹤0.01% 1430
2017
Q2 		$1K Hold
14
– – ﹤0.01% 1157
2017
Q1 		$1K Buy
+14
New +$762 ﹤0.01% 1124
2016
Q2 		– Sell
-80
Closed -$3K – 883
2016
Q1 		$3K Sell
80
-209
-72% -$8.18K ﹤0.01% 663
2015
Q4 		$14K Sell
289
-258
-47% -$13.4K ﹤0.01% 431
2015
Q3 		$28K Buy
+547
New +$29.9K ﹤0.01% 338
2015
Q2 		– Sell
-161,739
Closed -$8.56M – 203
2015
Q1 		$8.56M Buy
161,739
+69,658
+76% +$3.57M 0.87% 38
2014
Q4 		$4.88M Buy
+92,081
New +$4.63M 0.59% 57

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

Carson Wealth (CWM LLC)'s POLY Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Plantronics, Inc. (POLY) in Q1 2022, closing a stake of 107 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in POLY in Q4 2014 and held it in 13 quarters. The position peaked at $8.56M in Q1 2015. 184 funds tracked by Wall St. Rank hold POLY as of Q1 2022.

  • Carson Wealth (CWM LLC) reported no remaining Plantronics, Inc. position as of Q1 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 107 Plantronics, Inc. shares in Q1 2022, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Plantronics, Inc. in Q4 2014 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s Plantronics, Inc. position peaked at $8.56M in Q1 2015.
  • 184 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.