Patriot Financial Group Insurance Agency’s Plexus PLXS Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-185	Closed	-$15K	–	1534
2022 Q2	$15K	Sell	185 -40	-18%	-$3.24K	﹤0.01%	1113
2022 Q1	$18K	Sell	225 -17	-7%	-$1.42K	﹤0.01%	1132
2021 Q4	$23K	Buy	242 +2	+0.8%	+$185	﹤0.01%	1166
2021 Q3	$21K	Buy	240 +35	+17%	+$3.11K	﹤0.01%	1194
2021 Q2	$19K	Hold	205	–	–	﹤0.01%	1211
2021 Q1	$19K	Hold	205	–	–	﹤0.01%	1121
2020 Q4	$16K	Hold	205	–	–	﹤0.01%	1063
2020 Q3	$14K	Hold	205	–	–	﹤0.01%	928
2020 Q2	$14K	Buy	205 +10	+5%	+$621	0.01%	861
2020 Q1	$11K	Buy	+195	New	+$13.2K	0.01%	835

Other funds holding PLXS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PLXS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Plexus (PLXS) in Q3 2022, closing a stake of 185 shares — an estimated $15K sold.

Patriot Financial Group Insurance Agency first reported a position in PLXS in Q1 2020 and held it in 10 quarters. The position peaked at $23K in Q4 2021. 223 funds tracked by Wall St. Rank hold PLXS as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Plexus position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 185 Plexus shares in Q3 2022, an estimated $15K.
Patriot Financial Group Insurance Agency first reported a position in Plexus in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Plexus position peaked at $23K in Q4 2021.
223 funds tracked by Wall St. Rank held Plexus as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.