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Financial Strategies Group’s Plexus PLXS Stock Holding History

Financial Strategies Group’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
Q1 		– Sell
-3,101
Closed -$243K – 75
2020
Q4 		$243K Hold
3,101
– – 0.14% 57
2020
Q3 		$219K Hold
3,101
– – 0.15% 54
2020
Q2 		$219K Buy
+3,101
New +$192K 0.16% 42

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Financial Strategies Group's PLXS Position: Q1 2021 in Review

Financial Strategies Group sold out of Plexus (PLXS) in Q1 2021, closing a stake of 3,101 shares — an estimated $243K sold.

Financial Strategies Group first reported a position in PLXS in Q2 2020 and held it in 3 quarters. The position peaked at $243K in Q4 2020. 225 funds tracked by Wall St. Rank hold PLXS as of Q1 2021.

  • Financial Strategies Group reported no remaining Plexus position as of Q1 2021 after selling out during the quarter.
  • Financial Strategies Group sold 3,101 Plexus shares in Q1 2021, an estimated $243K.
  • Financial Strategies Group first reported a position in Plexus in Q2 2020 and held it in 3 quarters.
  • Financial Strategies Group's Plexus position peaked at $243K in Q4 2020.
  • 225 funds tracked by Wall St. Rank held Plexus as of Q1 2021.

Based on Financial Strategies Group's 13F filing for Q1 2021, filed 6 May 2021.