WAP
POLY

Wealthcare Advisory Partners’s Plantronics, Inc. POLY Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-9
Closed – – 2041
2021
Q1 		$0 Buy
+9
New +$338 ﹤0.01% 2127

Other funds holding POLY

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Wealthcare Advisory Partners's POLY Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Plantronics, Inc. (POLY) in Q2 2021, closing a stake of 9 shares.

Wealthcare Advisory Partners first reported a position in POLY in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 166 funds tracked by Wall St. Rank hold POLY as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Plantronics, Inc. position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 9 Plantronics, Inc. shares in Q2 2021.
  • Wealthcare Advisory Partners first reported a position in Plantronics, Inc. in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Plantronics, Inc. position peaked at $0 in Q1 2021.
  • 166 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.