Sutton Wealth Advisors’s Plantronics, Inc. POLY Stock Holding History

Sutton 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 Q3	–	Sell	-951	Closed	-$37.7K	–	1745
2022 Q2	$37.7K	Hold	951	–	–	0.02%	456
2022 Q1	$37.5K	Sell	951 -2	-0.2%	-$57	0.01%	498
2021 Q4	$28K	Buy	953 +10	+1%	+$277	0.01%	608
2021 Q3	$24.2K	Hold	943	–	–	0.01%	636
2021 Q2	$39.4K	Hold	943	–	–	0.01%	476
2021 Q1	$36.7K	Hold	943	–	–	0.01%	484
2020 Q4	$25.5K	Hold	943	–	–	0.01%	543
2020 Q3	$11.2K	Hold	943	–	–	0.01%	707
2020 Q2	$13.8K	Hold	943	–	–	0.01%	630
2020 Q1	$9.49K	Buy	943 +362	+62%	+$6.76K	0.01%	665
2019 Q4	$15.9K	Buy	+581	New	+$17.5K	0.01%	690

Other funds holding POLY

MTIM

Marathon Trading Investment Management Radnor, Pennsylvania $3.67B AUM 21.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sutton Wealth Advisors's POLY Position: Q3 2022 in Review

Sutton Wealth Advisors sold out of Plantronics, Inc. (POLY) in Q3 2022, closing a stake of 951 shares — an estimated $37.7K sold.

Sutton Wealth Advisors first reported a position in POLY in Q4 2019 and held it in 11 quarters. The position peaked at $39.4K in Q2 2021. 2 funds tracked by Wall St. Rank hold POLY as of Q3 2022.

Sutton Wealth Advisors reported no remaining Plantronics, Inc. position as of Q3 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 951 Plantronics, Inc. shares in Q3 2022, an estimated $37.7K.
Sutton Wealth Advisors first reported a position in Plantronics, Inc. in Q4 2019 and held it in 11 quarters.
Sutton Wealth Advisors's Plantronics, Inc. position peaked at $39.4K in Q2 2021.
2 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2022.

Based on Sutton Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2023.