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Plante Moran Financial Advisors’s Element Solutions ESI Stock Holding History

Plante Moran Financial Advisors’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-106
Closed -$2K – 912
2022
Q2 		$2K Buy
+106
New +$2.15K ﹤0.01% 809
2019
Q1 		– Sell
-194
Closed -$2K – 821
2018
Q4 		$2K Buy
+194
New +$2.14K ﹤0.01% 705

Other funds holding ESI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Plante Moran Financial Advisors's ESI Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Element Solutions (ESI) in Q3 2022, closing a stake of 106 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in ESI in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 256 funds tracked by Wall St. Rank hold ESI as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Element Solutions position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 106 Element Solutions shares in Q3 2022, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Element Solutions in Q4 2018 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Element Solutions position peaked at $2K in Q2 2022.
  • 256 funds tracked by Wall St. Rank held Element Solutions as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.