FFA
POLY

Founders Financial Alliance’s Plantronics, Inc. POLY Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-1,200
Closed -$14K – 1353
2020
Q3 		$14K Buy
+1,200
New +$18.7K 0.01% 682

Other funds holding POLY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return

Founders Financial Alliance's POLY Position: Q4 2020 in Review

Founders Financial Alliance sold out of Plantronics, Inc. (POLY) in Q4 2020, closing a stake of 1,200 shares — an estimated $14K sold.

Founders Financial Alliance first reported a position in POLY in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 166 funds tracked by Wall St. Rank hold POLY as of Q4 2020.

  • Founders Financial Alliance reported no remaining Plantronics, Inc. position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 1,200 Plantronics, Inc. shares in Q4 2020, an estimated $14K.
  • Founders Financial Alliance first reported a position in Plantronics, Inc. in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Plantronics, Inc. position peaked at $14K in Q3 2020.
  • 166 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.