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Garrett Wealth Advisory Group’s Plexus PLXS Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-28
Closed -$1.75K – 496
2019
Q3 		$1.75K Buy
+28
New +$1.66K ﹤0.01% 594

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Garrett Wealth Advisory Group's PLXS Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Plexus (PLXS) in Q4 2019, closing a stake of 28 shares — an estimated $1.75K sold.

Garrett Wealth Advisory Group first reported a position in PLXS in Q3 2019 and held it in 1 quarter. The position peaked at $1.75K in Q3 2019. 213 funds tracked by Wall St. Rank hold PLXS as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Plexus position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 28 Plexus shares in Q4 2019, an estimated $1.75K.
  • Garrett Wealth Advisory Group first reported a position in Plexus in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Plexus position peaked at $1.75K in Q3 2019.
  • 213 funds tracked by Wall St. Rank held Plexus as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.