AWE
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Avidian Wealth Enterprises’s Plexus PLXS Stock Holding History

Avidian Wealth Enterprises’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3,308
Closed -$234K – 339
2020
Q3 		$234K Sell
3,308
-5,597
-63% -$410K 0.03% 248
2020
Q2 		$628K Sell
8,905
-4,338
-33% -$269K 0.08% 118
2020
Q1 		$723K Buy
+13,243
New +$893K 0.12% 87

Other funds holding PLXS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Avidian Wealth Enterprises's PLXS Position: Q4 2020 in Review

Avidian Wealth Enterprises sold out of Plexus (PLXS) in Q4 2020, closing a stake of 3,308 shares — an estimated $234K sold.

Avidian Wealth Enterprises first reported a position in PLXS in Q1 2020 and held it in 3 quarters. The position peaked at $723K in Q1 2020. 224 funds tracked by Wall St. Rank hold PLXS as of Q4 2020.

  • Avidian Wealth Enterprises reported no remaining Plexus position as of Q4 2020 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 3,308 Plexus shares in Q4 2020, an estimated $234K.
  • Avidian Wealth Enterprises first reported a position in Plexus in Q1 2020 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Plexus position peaked at $723K in Q1 2020.
  • 224 funds tracked by Wall St. Rank held Plexus as of Q4 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2020, filed 9 Feb 2021.