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Spire Wealth Management’s Plexus PLXS Stock Holding History

Spire Wealth Management’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
Q4 		– Sell
-352
Closed -$31K – 2379
2022
Q3 		$31K Hold
352
– – ﹤0.01% 1140
2022
Q2 		$28K Hold
352
– – ﹤0.01% 1533
2022
Q1 		$29K Hold
352
– – ﹤0.01% 1663
2021
Q4 		$34K Hold
352
– – ﹤0.01% 1902
2021
Q3 		$31K Sell
352
-300
-46% -$26.7K ﹤0.01% 1676
2021
Q2 		$60K Buy
652
+300
+85% +$28.1K ﹤0.01% 1403
2021
Q1 		$32K Buy
+352
New +$29.8K ﹤0.01% 1949

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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's PLXS Position: Q4 2022 in Review

Spire Wealth Management sold out of Plexus (PLXS) in Q4 2022, closing a stake of 352 shares — an estimated $31K sold.

Spire Wealth Management first reported a position in PLXS in Q1 2021 and held it in 7 quarters. The position peaked at $60K in Q2 2021. 255 funds tracked by Wall St. Rank hold PLXS as of Q4 2022.

  • Spire Wealth Management reported no remaining Plexus position as of Q4 2022 after selling out during the quarter.
  • Spire Wealth Management sold 352 Plexus shares in Q4 2022, an estimated $31K.
  • Spire Wealth Management first reported a position in Plexus in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Plexus position peaked at $60K in Q2 2021.
  • 255 funds tracked by Wall St. Rank held Plexus as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.