Belpointe Asset Management’s Plexus PLXS Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-35	Closed	-$3.42K	–	2593
2023 Q1	$3.42K	Sell	35 -1,482	-98%	-$149K	﹤0.01%	3153
2022 Q4	$156K	Buy	1,517 +9	+0.6%	+$910	0.01%	1005
2022 Q3	$132K	Buy	+1,508	New	+$135K	0.01%	1018

Other funds holding PLXS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Belpointe Asset Management's PLXS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Plexus (PLXS) in Q2 2023, closing a stake of 35 shares — an estimated $3.42K sold.

Belpointe Asset Management first reported a position in PLXS in Q3 2022 and held it in 3 quarters. The position peaked at $156K in Q4 2022. 238 funds tracked by Wall St. Rank hold PLXS as of Q2 2023.

Belpointe Asset Management reported no remaining Plexus position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 35 Plexus shares in Q2 2023, an estimated $3.42K.
Belpointe Asset Management first reported a position in Plexus in Q3 2022 and held it in 3 quarters.
Belpointe Asset Management's Plexus position peaked at $156K in Q4 2022.
238 funds tracked by Wall St. Rank held Plexus as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.