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Legacy Financial Strategies’s ePlus PLUS Stock Holding History

Legacy Financial Strategies’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
2024
Q4 		– Sell
-3,790
Closed -$373K – 124
2024
Q3 		$373K Buy
+3,790
New +$333K 0.08% 78

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GC
Gobi Capital San Francisco, California $2.13B AUM 6.1% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Legacy Financial Strategies's PLUS Position: Q4 2024 in Review

Legacy Financial Strategies sold out of ePlus (PLUS) in Q4 2024, closing a stake of 3,790 shares — an estimated $373K sold.

Legacy Financial Strategies first reported a position in PLUS in Q3 2024 and held it in 1 quarter. The position peaked at $373K in Q3 2024. 241 funds tracked by Wall St. Rank hold PLUS as of Q4 2024.

  • Legacy Financial Strategies reported no remaining ePlus position as of Q4 2024 after selling out during the quarter.
  • Legacy Financial Strategies sold 3,790 ePlus shares in Q4 2024, an estimated $373K.
  • Legacy Financial Strategies first reported a position in ePlus in Q3 2024 and held it in 1 quarter.
  • Legacy Financial Strategies's ePlus position peaked at $373K in Q3 2024.
  • 241 funds tracked by Wall St. Rank held ePlus as of Q4 2024.

Based on Legacy Financial Strategies's 13F filing for Q4 2024, filed 28 Jan 2025.