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Sowell Financial Services’s Plexus PLXS Stock Holding History

Sowell 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
2025
Q1 		– Sell
-13,674
Closed -$2.14M – 1031
2024
Q4 		$2.14M Buy
+13,674
New +$2.09M 0.11% 202
2021
Q2 		– Sell
-2,602
Closed -$242K – 2120
2021
Q1 		$242K Buy
2,602
+274
+12% +$23.2K 0.01% 943
2020
Q4 		$182K Buy
2,328
+393
+20% +$29.3K 0.01% 891
2020
Q3 		$137K Buy
1,935
+705
+57% +$51.7K 0.01% 867
2020
Q2 		$87K Buy
+1,230
New +$76.3K ﹤0.01% 1005

Other funds holding PLXS

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's PLXS Position: Q1 2025 in Review

Sowell Financial Services sold out of Plexus (PLXS) in Q1 2025, closing a stake of 13,674 shares — an estimated $2.14M sold.

Sowell Financial Services first reported a position in PLXS in Q2 2020 and held it in 5 quarters. The position peaked at $2.14M in Q4 2024. 327 funds tracked by Wall St. Rank hold PLXS as of Q1 2025.

  • Sowell Financial Services reported no remaining Plexus position as of Q1 2025 after selling out during the quarter.
  • Sowell Financial Services sold 13,674 Plexus shares in Q1 2025, an estimated $2.14M.
  • Sowell Financial Services first reported a position in Plexus in Q2 2020 and held it in 5 quarters.
  • Sowell Financial Services's Plexus position peaked at $2.14M in Q4 2024.
  • 327 funds tracked by Wall St. Rank held Plexus as of Q1 2025.

Based on Sowell Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.