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Capital Performance Advisors’s Plexus PLXS Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-1
Closed -$137 – 2003
2024
Q3 		$137 Buy
+1
New +$121 ﹤0.01% 2642

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's PLXS Position: Q4 2024 in Review

Capital Performance Advisors sold out of Plexus (PLXS) in Q4 2024, closing a stake of 1 share — an estimated $137 sold.

Capital Performance Advisors first reported a position in PLXS in Q3 2024 and held it in 1 quarter. The position peaked at $137 in Q3 2024. 314 funds tracked by Wall St. Rank hold PLXS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Plexus position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1 Plexus share in Q4 2024, an estimated $137.
  • Capital Performance Advisors first reported a position in Plexus in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Plexus position peaked at $137 in Q3 2024.
  • 314 funds tracked by Wall St. Rank held Plexus as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.