SFS
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Security Financial Services’s Plexus PLXS Stock Holding History

Security Financial Services’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
2024
Q2 		– Sell
-2,500
Closed -$237K – 190
2024
Q1 		$237K Hold
2,500
– – 0.05% 163
2023
Q4 		$270K Hold
2,500
– – 0.07% 140
2023
Q3 		$232K Hold
2,500
– – 0.07% 148
2023
Q2 		$246K Hold
2,500
– – 0.07% 132
2023
Q1 		$244K Hold
2,500
– – 0.07% 126
2022
Q4 		$257K Hold
2,500
– – 0.08% 125
2022
Q3 		$219K Buy
+2,500
New +$223K 0.07% 125
2022
Q2 		– Sell
-2,500
Closed -$205K – 136
2022
Q1 		$205K Hold
2,500
– – 0.07% 129
2021
Q4 		$240K Buy
+2,500
New +$231K 0.08% 122

Other funds holding PLXS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Security Financial Services's PLXS Position: Q2 2024 in Review

Security Financial Services sold out of Plexus (PLXS) in Q2 2024, closing a stake of 2,500 shares — an estimated $237K sold.

Security Financial Services first reported a position in PLXS in Q4 2021 and held it in 9 quarters. The position peaked at $270K in Q4 2023. 257 funds tracked by Wall St. Rank hold PLXS as of Q2 2024.

  • Security Financial Services reported no remaining Plexus position as of Q2 2024 after selling out during the quarter.
  • Security Financial Services sold 2,500 Plexus shares in Q2 2024, an estimated $237K.
  • Security Financial Services first reported a position in Plexus in Q4 2021 and held it in 9 quarters.
  • Security Financial Services's Plexus position peaked at $270K in Q4 2023.
  • 257 funds tracked by Wall St. Rank held Plexus as of Q2 2024.

Based on Security Financial Services's 13F filing for Q2 2024, filed 23 Jul 2024.