EI
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Ellevest Inc’s Plexus PLXS Stock Holding History

Ellevest Inc’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
-12
Closed -$1.17K – 1283
2023
Q1 		$1.17K Sell
12
-7
-37% -$702 ﹤0.01% 1552
2022
Q4 		$1.96K Buy
19
+7
+58% +$707 ﹤0.01% 1396
2022
Q3 		$1K Buy
+12
New +$1.07K ﹤0.01% 1504
2021
Q4 		– Sell
-10
Closed -$1K – 1598
2021
Q3 		$1K Sell
10
-3
-23% -$267 ﹤0.01% 1308
2021
Q2 		$1K Buy
13
+3
+30% +$281 ﹤0.01% 1186
2021
Q1 		$1K Sell
10
-9
-47% -$763 ﹤0.01% 1184
2020
Q4 		$1K Sell
19
-9
-32% -$671 ﹤0.01% 1094
2020
Q3 		$2K Buy
+28
New +$2.05K ﹤0.01% 924

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

Ellevest Inc's PLXS Position: Q2 2023 in Review

Ellevest Inc sold out of Plexus (PLXS) in Q2 2023, closing a stake of 12 shares — an estimated $1.17K sold.

Ellevest Inc first reported a position in PLXS in Q3 2020 and held it in 8 quarters. The position peaked at $2K in Q3 2020. 238 funds tracked by Wall St. Rank hold PLXS as of Q2 2023.

  • Ellevest Inc reported no remaining Plexus position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 12 Plexus shares in Q2 2023, an estimated $1.17K.
  • Ellevest Inc first reported a position in Plexus in Q3 2020 and held it in 8 quarters.
  • Ellevest Inc's Plexus position peaked at $2K in Q3 2020.
  • 238 funds tracked by Wall St. Rank held Plexus as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.