Financial Gravity Asset Management’s Plantronics, Inc. POLY Stock Holding History

Financial Gravity Asset 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
2021 Q1	–	Sell	-1	Closed	–	–	911
2020 Q4	$0	Buy	+1	New	+$22	﹤0.01%	699
2020 Q2	–	Sell	-35	Closed	-$353	–	1006
2020 Q1	$353	Sell	35 -4	-10%	-$75	﹤0.01%	617
2019 Q4	$27K	Sell	39 -8	-17%	-$241	0.02%	917
2019 Q3	$2K	Buy	47 +6	+15%	+$204	﹤0.01%	948
2019 Q2	$2K	Sell	41 -73	-64%	-$3.39K	﹤0.01%	972
2019 Q1	$5K	Buy	+114	New	+$4.97K	﹤0.01%	712
2018 Q3	$10K	Buy	170 +40	+31%	+$2.74K	0.01%	582
2018 Q2	$9K	Sell	130 -47	-27%	-$3.25K	0.01%	604
2018 Q1	$12K	Buy	+177	New	+$9.87K	0.01%	569

Other funds holding POLY

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's POLY Position: Q1 2021 in Review

Financial Gravity Asset Management sold out of Plantronics, Inc. (POLY) in Q1 2021, closing a stake of 1 share.

Financial Gravity Asset Management first reported a position in POLY in Q1 2018 and held it in 9 quarters. The position peaked at $27K in Q4 2019. 180 funds tracked by Wall St. Rank hold POLY as of Q1 2021.

Financial Gravity Asset Management reported no remaining Plantronics, Inc. position as of Q1 2021 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Plantronics, Inc. share in Q1 2021.
Financial Gravity Asset Management first reported a position in Plantronics, Inc. in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's Plantronics, Inc. position peaked at $27K in Q4 2019.
180 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q1 2021.

Based on Financial Gravity Asset Management's 13F filing for Q1 2021, filed 17 May 2021.