Glassman Wealth Services’s Plexus PLXS Stock Holding History

Glassman Wealth Services’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	-24	Closed	-$2.6K	–	1390
2023 Q4	$2.6K	Hold	24	–	–	﹤0.01%	1269
2023 Q3	$2.23K	Hold	24	–	–	﹤0.01%	1297
2023 Q2	$2.36K	Hold	24	–	–	﹤0.01%	1195
2023 Q1	$2.34K	Hold	24	–	–	﹤0.01%	1194
2022 Q4	$2.47K	Hold	24	–	–	﹤0.01%	1206
2022 Q3	$2K	Buy	24 +11	+85%	+$981	﹤0.01%	1255
2022 Q2	$1K	Buy	13 +1	+8%	+$81	﹤0.01%	1493
2022 Q1	$1K	Buy	+12	New	+$999	﹤0.01%	1480
2021 Q4	–	Sell	-6	Closed	-$1K	–	1845
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	1433
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	1355
2021 Q1	$1K	Buy	+6	New	+$509	﹤0.01%	1302
2020 Q1	–	Sell	-4	Closed	–	–	1459
2019 Q4	$0	Hold	4	–	–	﹤0.01%	1408
2019 Q3	$0	Buy	+4	New	+$237	﹤0.01%	1300
2019 Q2	–	Sell	-4	Closed	–	–	1297
2019 Q1	$0	Buy	+4	New	+$231	﹤0.01%	1169

Other funds holding PLXS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Glassman Wealth Services's PLXS Position: Q1 2024 in Review

Glassman Wealth Services sold out of Plexus (PLXS) in Q1 2024, closing a stake of 24 shares — an estimated $2.6K sold.

Glassman Wealth Services first reported a position in PLXS in Q1 2019 and held it in 14 quarters. The position peaked at $2.6K in Q4 2023. 253 funds tracked by Wall St. Rank hold PLXS as of Q1 2024.

Glassman Wealth Services reported no remaining Plexus position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 24 Plexus shares in Q1 2024, an estimated $2.6K.
Glassman Wealth Services first reported a position in Plexus in Q1 2019 and held it in 14 quarters.
Glassman Wealth Services's Plexus position peaked at $2.6K in Q4 2023.
253 funds tracked by Wall St. Rank held Plexus as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.