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Elevation Wealth Partners’s Plexus PLXS Stock Holding History

Elevation Wealth Partners’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
Q1 		– Sell
-53
Closed -$4.93K – 498
2023
Q4 		$4.93K Buy
+53
New +$5.32K ﹤0.01% 368

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Elevation Wealth Partners's PLXS Position: Q1 2024 in Review

Elevation Wealth Partners sold out of Plexus (PLXS) in Q1 2024, closing a stake of 53 shares — an estimated $4.93K sold.

Elevation Wealth Partners first reported a position in PLXS in Q4 2023 and held it in 1 quarter. The position peaked at $4.93K in Q4 2023. 253 funds tracked by Wall St. Rank hold PLXS as of Q1 2024.

  • Elevation Wealth Partners reported no remaining Plexus position as of Q1 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 53 Plexus shares in Q1 2024, an estimated $4.93K.
  • Elevation Wealth Partners first reported a position in Plexus in Q4 2023 and held it in 1 quarter.
  • Elevation Wealth Partners's Plexus position peaked at $4.93K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Plexus as of Q1 2024.

Based on Elevation Wealth Partners's 13F filing for Q1 2024, filed 19 Apr 2024.