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Better Money Decisions’s ePlus PLUS Stock Holding History

Better Money Decisions’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-180
Closed -$9K – 438
2021
Q3 		$9K Hold
180
– – 0.01% 418
2021
Q2 		$8K Hold
180
– – 0.01% 426
2021
Q1 		$9K Buy
+180
New +$8.54K 0.01% 359

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Better Money Decisions's PLUS Position: Q4 2021 in Review

Better Money Decisions sold out of ePlus (PLUS) in Q4 2021, closing a stake of 180 shares — an estimated $9K sold.

Better Money Decisions first reported a position in PLUS in Q1 2021 and held it in 3 quarters. The position peaked at $9K in Q3 2021. 183 funds tracked by Wall St. Rank hold PLUS as of Q4 2021.

  • Better Money Decisions reported no remaining ePlus position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 180 ePlus shares in Q4 2021, an estimated $9K.
  • Better Money Decisions first reported a position in ePlus in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's ePlus position peaked at $9K in Q3 2021.
  • 183 funds tracked by Wall St. Rank held ePlus as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.