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IronBridge Private Wealth’s ePlus PLUS Stock Holding History

IronBridge Private Wealth’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-156
Closed -$8K – 225
2021
Q4 		$8K Hold
156
– – ﹤0.01% 200
2021
Q3 		$8K Hold
156
– – ﹤0.01% 167
2021
Q2 		$7K Hold
156
– – ﹤0.01% 185
2021
Q1 		$8K Hold
156
– – 0.01% 179
2020
Q4 		$7K Buy
+156
New +$6.24K 0.01% 169

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IronBridge Private Wealth's PLUS Position: Q1 2022 in Review

IronBridge Private Wealth sold out of ePlus (PLUS) in Q1 2022, closing a stake of 156 shares — an estimated $8K sold.

IronBridge Private Wealth first reported a position in PLUS in Q4 2020 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 183 funds tracked by Wall St. Rank hold PLUS as of Q1 2022.

  • IronBridge Private Wealth reported no remaining ePlus position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 156 ePlus shares in Q1 2022, an estimated $8K.
  • IronBridge Private Wealth first reported a position in ePlus in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's ePlus position peaked at $8K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held ePlus as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.