Berman Capital Advisors’s Plexus PLXS Stock Holding History

Berman Capital 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
2021 Q3	$3K	Sell	37 -2	-5%	-$178	﹤0.01%	1610
2021 Q2	$3K	Buy	39 +2	+5%	+$187	﹤0.01%	1511
2021 Q1	$3K	Hold	37	–	–	﹤0.01%	1432
2020 Q4	$2K	Buy	37 +8	+28%	+$597	﹤0.01%	1427
2020 Q3	$2K	Sell	29 -17	-37%	-$1.25K	﹤0.01%	1327
2020 Q2	$3K	Hold	46	–	–	﹤0.01%	1169
2020 Q1	$2K	Hold	46	–	–	﹤0.01%	1171
2019 Q4	$3K	Hold	46	–	–	﹤0.01%	1126
2019 Q3	$2K	Hold	46	–	–	﹤0.01%	1212
2019 Q2	$2K	Hold	46	–	–	﹤0.01%	1220
2019 Q1	$2K	Hold	46	–	–	﹤0.01%	1110
2018 Q4	$2K	Buy	+46	New	+$2.59K	﹤0.01%	886

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Berman Capital Advisors's PLXS Position: Q3 2021 in Review

Berman Capital Advisors reduced its Plexus (PLXS) stake by 5.1% in Q3 2021, selling an estimated $178 and leaving 37 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Berman Capital Advisors first reported a position in PLXS in Q4 2018 and has held it in 12 quarters since. 229 funds tracked by Wall St. Rank hold PLXS as of Q3 2021.

Berman Capital Advisors held 37 shares of Plexus worth $3K as of Q3 2021.
Berman Capital Advisors sold 2 Plexus shares in Q3 2021, an estimated $178.
Plexus made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1610 holding.
Berman Capital Advisors first reported a position in Plexus in Q4 2018 and has held it in 12 quarters since.
229 funds tracked by Wall St. Rank held Plexus as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.