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Ashton Thomas Private Wealth’s ePlus PLUS Stock Holding History

Ashton Thomas Private Wealth’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
Q3 		– Sell
-13
Closed -$958 – 1501
2024
Q2 		$958 Buy
+13
New +$994 ﹤0.01% 1861

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Ashton Thomas Private Wealth's PLUS Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of ePlus (PLUS) in Q3 2024, closing a stake of 13 shares — an estimated $958 sold.

Ashton Thomas Private Wealth first reported a position in PLUS in Q2 2024 and held it in 1 quarter. The position peaked at $958 in Q2 2024. 233 funds tracked by Wall St. Rank hold PLUS as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining ePlus position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 13 ePlus shares in Q3 2024, an estimated $958.
  • Ashton Thomas Private Wealth first reported a position in ePlus in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's ePlus position peaked at $958 in Q2 2024.
  • 233 funds tracked by Wall St. Rank held ePlus as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.