Retirement Guys Formula’s ePlus PLUS Stock Holding History

Retirement Guys Formula’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	-2,063	Closed	-$203K	–	141
2024 Q3	$203K	Buy	+2,063	New	+$181K	0.09%	124

Other funds holding PLUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Retirement Guys Formula's PLUS Position: Q4 2024 in Review

Retirement Guys Formula sold out of ePlus (PLUS) in Q4 2024, closing a stake of 2,063 shares — an estimated $203K sold.

Retirement Guys Formula first reported a position in PLUS in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 241 funds tracked by Wall St. Rank hold PLUS as of Q4 2024.

Retirement Guys Formula reported no remaining ePlus position as of Q4 2024 after selling out during the quarter.
Retirement Guys Formula sold 2,063 ePlus shares in Q4 2024, an estimated $203K.
Retirement Guys Formula first reported a position in ePlus in Q3 2024 and held it in 1 quarter.
Retirement Guys Formula's ePlus position peaked at $203K in Q3 2024.
241 funds tracked by Wall St. Rank held ePlus as of Q4 2024.

Based on Retirement Guys Formula's 13F filing for Q4 2024, filed 29 Jan 2025.