AF
PLUS icon

Advisornet Financial’s ePlus PLUS Stock Holding History

Advisornet Financial’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-928
Closed -$74.1K – 2402
2023
Q4 		$74.1K Hold
928
– – 0.01% 715
2023
Q3 		$58.9K Hold
928
– – 0.01% 740
2023
Q2 		$52.2K Hold
928
– – ﹤0.01% 800
2023
Q1 		$45.5K Hold
928
– – ﹤0.01% 822
2022
Q4 		$41.1K Hold
928
– – ﹤0.01% 846
2022
Q3 		$39K Hold
928
– – ﹤0.01% 921
2022
Q2 		$49K Hold
928
– – ﹤0.01% 873
2022
Q1 		$52K Hold
928
– – ﹤0.01% 956
2021
Q4 		$50K Hold
928
– – ﹤0.01% 1017
2021
Q3 		$48K Hold
928
– – ﹤0.01% 1021
2021
Q2 		$40K Hold
928
– – ﹤0.01% 1050
2021
Q1 		$46K Hold
928
– – ﹤0.01% 957
2020
Q4 		$41K Hold
928
– – ﹤0.01% 922
2020
Q3 		$34K Hold
928
– – ﹤0.01% 950
2020
Q2 		$33K Hold
928
– – ﹤0.01% 969
2020
Q1 		$29K Buy
+928
New +$35.3K ﹤0.01% 964

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advisornet Financial's PLUS Position: Q1 2024 in Review

Advisornet Financial sold out of ePlus (PLUS) in Q1 2024, closing a stake of 928 shares — an estimated $74.1K sold.

Advisornet Financial first reported a position in PLUS in Q1 2020 and held it in 16 quarters. The position peaked at $74.1K in Q4 2023. 222 funds tracked by Wall St. Rank hold PLUS as of Q1 2024.

  • Advisornet Financial reported no remaining ePlus position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 928 ePlus shares in Q1 2024, an estimated $74.1K.
  • Advisornet Financial first reported a position in ePlus in Q1 2020 and held it in 16 quarters.
  • Advisornet Financial's ePlus position peaked at $74.1K in Q4 2023.
  • 222 funds tracked by Wall St. Rank held ePlus as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.