PWPS
POLY

Pinnacle Wealth Planning Services’s Plantronics, Inc. POLY Stock Holding History

Pinnacle Wealth Planning Services’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
-76
Closed -$2K – 2183
2020
Q4 		$2K Buy
+76
New +$1.67K ﹤0.01% 2024

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
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's POLY Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Plantronics, Inc. (POLY) in Q1 2021, closing a stake of 76 shares — an estimated $2K sold.

Pinnacle Wealth Planning Services first reported a position in POLY in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 180 funds tracked by Wall St. Rank hold POLY as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Plantronics, Inc. position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 76 Plantronics, Inc. shares in Q1 2021, an estimated $2K.
  • Pinnacle Wealth Planning Services first reported a position in Plantronics, Inc. in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Plantronics, Inc. position peaked at $2K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.