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Avior Wealth Management’s Plexus PLXS Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-68
Closed -$10.6K – 1895
2024
Q4 		$10.6K Buy
+68
New +$10.4K ﹤0.01% 1599
2024
Q3 		– Sell
-657
Closed -$67.8K – 2393
2024
Q2 		$67.8K Sell
657
-590
-47% -$60.7K ﹤0.01% 989
2024
Q1 		$118K Sell
1,247
-871
-41% -$83.9K 0.01% 895
2023
Q4 		$229K Buy
2,118
+1,134
+115% +$114K 0.01% 495
2023
Q3 		$91.5K Buy
+984
New +$95.3K 0.01% 641

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's PLXS Position: Q1 2025 in Review

Avior Wealth Management sold out of Plexus (PLXS) in Q1 2025, closing a stake of 68 shares — an estimated $10.6K sold.

Avior Wealth Management first reported a position in PLXS in Q3 2023 and held it in 5 quarters. The position peaked at $229K in Q4 2023. 327 funds tracked by Wall St. Rank hold PLXS as of Q1 2025.

  • Avior Wealth Management reported no remaining Plexus position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 68 Plexus shares in Q1 2025, an estimated $10.6K.
  • Avior Wealth Management first reported a position in Plexus in Q3 2023 and held it in 5 quarters.
  • Avior Wealth Management's Plexus position peaked at $229K in Q4 2023.
  • 327 funds tracked by Wall St. Rank held Plexus as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.