HFG
POLY

Heron Financial Group’s Plantronics, Inc. POLY Stock Holding History

Heron Financial Group’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
-5,283
Closed -$210K – 141
2022
Q2 		$210K Hold
5,283
– – 0.13% 128
2022
Q1 		$208K Buy
+5,283
New +$150K 0.11% 146

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 $4.82B AUM 20.19% 1-Year Est. Return

Heron Financial Group's POLY Position: Q3 2022 in Review

Heron Financial Group sold out of Plantronics, Inc. (POLY) in Q3 2022, closing a stake of 5,283 shares — an estimated $210K sold.

Heron Financial Group first reported a position in POLY in Q1 2022 and held it in 2 quarters. The position peaked at $210K in Q2 2022. 2 funds tracked by Wall St. Rank hold POLY as of Q3 2022.

  • Heron Financial Group reported no remaining Plantronics, Inc. position as of Q3 2022 after selling out during the quarter.
  • Heron Financial Group sold 5,283 Plantronics, Inc. shares in Q3 2022, an estimated $210K.
  • Heron Financial Group first reported a position in Plantronics, Inc. in Q1 2022 and held it in 2 quarters.
  • Heron Financial Group's Plantronics, Inc. position peaked at $210K in Q2 2022.
  • 2 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2022.

Based on Heron Financial Group's 13F filing for Q3 2022, filed 27 Oct 2022.