JMPWA
POLY

JP Morgan Private Wealth Advisors’s Plantronics, Inc. POLY Stock Holding History

JP Morgan Private Wealth 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
Q2 		– Sell
-7,747
Closed -$305K – 2059
2022
Q1 		$305K Buy
7,747
+61
+0.8% +$1.74K ﹤0.01% 1743
2021
Q4 		$226K Sell
7,686
-153
-2% -$4.23K ﹤0.01% 1865
2021
Q3 		$202K Sell
7,839
-917
-10% -$28.8K ﹤0.01% 1861
2021
Q2 		$365K Buy
8,756
+1,199
+16% +$44.8K ﹤0.01% 1611
2021
Q1 		$294K Buy
+7,557
New +$284K ﹤0.01% 1540

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

JP Morgan Private Wealth Advisors's POLY Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of Plantronics, Inc. (POLY) in Q2 2022, closing a stake of 7,747 shares — an estimated $305K sold.

JP Morgan Private Wealth Advisors first reported a position in POLY in Q1 2021 and held it in 5 quarters. The position peaked at $365K in Q2 2021. 182 funds tracked by Wall St. Rank hold POLY as of Q2 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Plantronics, Inc. position as of Q2 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 7,747 Plantronics, Inc. shares in Q2 2022, an estimated $305K.
  • JP Morgan Private Wealth Advisors first reported a position in Plantronics, Inc. in Q1 2021 and held it in 5 quarters.
  • JP Morgan Private Wealth Advisors's Plantronics, Inc. position peaked at $365K in Q2 2021.
  • 182 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.