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BDO Wealth Advisors’s Plexus PLXS Stock Holding History

BDO Wealth Advisors’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
2022
Q4 		– Sell
-310
Closed -$27K – 1066
2022
Q3 		$27K Buy
+310
New +$27.6K ﹤0.01% 514
2021
Q2 		– Sell
-13
Closed -$1K – 1190
2021
Q1 		$1K Hold
13
– – ﹤0.01% 1096
2020
Q4 		$1K Hold
13
– – ﹤0.01% 870
2020
Q3 		$1K Buy
+13
New +$953 ﹤0.01% 806

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
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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's PLXS Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Plexus (PLXS) in Q4 2022, closing a stake of 310 shares — an estimated $27K sold.

BDO Wealth Advisors first reported a position in PLXS in Q3 2020 and held it in 4 quarters. The position peaked at $27K in Q3 2022. 255 funds tracked by Wall St. Rank hold PLXS as of Q4 2022.

  • BDO Wealth Advisors reported no remaining Plexus position as of Q4 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 310 Plexus shares in Q4 2022, an estimated $27K.
  • BDO Wealth Advisors first reported a position in Plexus in Q3 2020 and held it in 4 quarters.
  • BDO Wealth Advisors's Plexus position peaked at $27K in Q3 2022.
  • 255 funds tracked by Wall St. Rank held Plexus as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.