Kestra Private Wealth Services’s Pluri PLUR Stock Holding History

Kestra Private Wealth Services’s Portfolio PLUR Stock Details PLUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,500	Closed	-$9.67K	–	1394
2024 Q1	$9.67K	Hold	1,500	–	–	﹤0.01%	1297
2023 Q4	$6.95K	Hold	1,500	–	–	﹤0.01%	1214
2023 Q3	$7.2K	Buy	1,500 +250	+20%	+$1.39K	﹤0.01%	1162
2023 Q2	$8.02K	Hold	1,250	–	–	﹤0.01%	1081
2023 Q1	$10.2K	Buy	+1,250	New	+$10.3K	﹤0.01%	1044

Other funds holding PLUR

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VFA

Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWP

SIMA Wealth Partners North Chesterfield, Virginia $131M AUM 14.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kestra Private Wealth Services's PLUR Position: Q2 2024 in Review

Kestra Private Wealth Services sold out of Pluri (PLUR) in Q2 2024, closing a stake of 1,500 shares — an estimated $9.67K sold.

Kestra Private Wealth Services first reported a position in PLUR in Q1 2023 and held it in 5 quarters. The position peaked at $10.2K in Q1 2023. 17 funds tracked by Wall St. Rank hold PLUR as of Q2 2024.

Kestra Private Wealth Services reported no remaining Pluri position as of Q2 2024 after selling out during the quarter.
Kestra Private Wealth Services sold 1,500 Pluri shares in Q2 2024, an estimated $9.67K.
Kestra Private Wealth Services first reported a position in Pluri in Q1 2023 and held it in 5 quarters.
Kestra Private Wealth Services's Pluri position peaked at $10.2K in Q1 2023.
17 funds tracked by Wall St. Rank held Pluri as of Q2 2024.

Based on Kestra Private Wealth Services's 13F filing for Q2 2024, filed 12 Aug 2024.