OWA
PLUS icon

One Wealth Advisors’s ePlus PLUS Stock Holding History

One Wealth Advisors’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
2023
Q1 		– Sell
-1,419
Closed -$62.8K – 487
2022
Q4 		$62.8K Buy
+1,419
New +$66.2K 0.01% 368
2019
Q2 		– Sell
-1,440
Closed -$64K – 383
2019
Q1 		$64K Buy
+1,440
New +$59.8K 0.05% 217
2018
Q4 		– Sell
-1,294
Closed -$60K – 377
2018
Q3 		$60K Hold
1,294
– – 0.05% 254
2018
Q2 		$61K Hold
1,294
– – 0.05% 251
2018
Q1 		$50K Buy
1,294
+716
+124% +$27.6K 0.04% 246
2017
Q4 		$22K Buy
+578
New +$24.4K 0.02% 321

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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

One Wealth Advisors's PLUS Position: Q1 2023 in Review

One Wealth Advisors sold out of ePlus (PLUS) in Q1 2023, closing a stake of 1,419 shares — an estimated $62.8K sold.

One Wealth Advisors first reported a position in PLUS in Q4 2017 and held it in 6 quarters. The position peaked at $64K in Q1 2019. 187 funds tracked by Wall St. Rank hold PLUS as of Q1 2023.

  • One Wealth Advisors reported no remaining ePlus position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 1,419 ePlus shares in Q1 2023, an estimated $62.8K.
  • One Wealth Advisors first reported a position in ePlus in Q4 2017 and held it in 6 quarters.
  • One Wealth Advisors's ePlus position peaked at $64K in Q1 2019.
  • 187 funds tracked by Wall St. Rank held ePlus as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.