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

TCI 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	-160	Closed	-$6K	–	2713
2022 Q2	$6K	Buy	160 +78	+95%	+$3.1K	﹤0.01%	1434
2022 Q1	$3K	Sell	82 -173	-68%	-$4.92K	﹤0.01%	1941
2021 Q4	$7K	Buy	255 +173	+211%	+$4.79K	﹤0.01%	1484
2021 Q3	$2K	Hold	82	–	–	﹤0.01%	2212
2021 Q2	$3K	Sell	82 -48	-37%	-$1.79K	﹤0.01%	1914
2021 Q1	$5K	Buy	130 +48	+59%	+$1.8K	﹤0.01%	1324
2020 Q4	$2K	Hold	82	–	–	﹤0.01%	1308
2020 Q3	$1K	Hold	82	–	–	﹤0.01%	1491
2020 Q2	$1K	Hold	82	–	–	﹤0.01%	1409
2020 Q1	$1K	Buy	+82	New	+$1.53K	﹤0.01%	1404

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

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

TCI Wealth Advisors sold out of Plantronics, Inc. (POLY) in Q3 2022, closing a stake of 160 shares — an estimated $6K sold.

TCI Wealth Advisors first reported a position in POLY in Q1 2020 and held it in 10 quarters. The position peaked at $7K in Q4 2021. 2 funds tracked by Wall St. Rank hold POLY as of Q3 2022.

TCI Wealth Advisors reported no remaining Plantronics, Inc. position as of Q3 2022 after selling out during the quarter.
TCI Wealth Advisors sold 160 Plantronics, Inc. shares in Q3 2022, an estimated $6K.
TCI Wealth Advisors first reported a position in Plantronics, Inc. in Q1 2020 and held it in 10 quarters.
TCI Wealth Advisors's Plantronics, Inc. position peaked at $7K in Q4 2021.
2 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.