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Heritage Wealth Advisors’s Plexus PLXS Stock Holding History

Heritage Wealth Advisors’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
Q3 		– Sell
-24
Closed -$2.19K – 566
2021
Q2 		$2.19K Hold
24
– – ﹤0.01% 505
2021
Q1 		$2.2K Hold
24
– – ﹤0.01% 517
2020
Q4 		$2K Buy
+24
New +$1.79K ﹤0.01% 516

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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Heritage Wealth Advisors's PLXS Position: Q3 2021 in Review

Heritage Wealth Advisors sold out of Plexus (PLXS) in Q3 2021, closing a stake of 24 shares — an estimated $2.19K sold.

Heritage Wealth Advisors first reported a position in PLXS in Q4 2020 and held it in 3 quarters. The position peaked at $2.2K in Q1 2021. 229 funds tracked by Wall St. Rank hold PLXS as of Q3 2021.

  • Heritage Wealth Advisors reported no remaining Plexus position as of Q3 2021 after selling out during the quarter.
  • Heritage Wealth Advisors sold 24 Plexus shares in Q3 2021, an estimated $2.19K.
  • Heritage Wealth Advisors first reported a position in Plexus in Q4 2020 and held it in 3 quarters.
  • Heritage Wealth Advisors's Plexus position peaked at $2.2K in Q1 2021.
  • 229 funds tracked by Wall St. Rank held Plexus as of Q3 2021.

Based on Heritage Wealth Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.