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Steward Financial Group’s Plexus PLXS Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+30
New +$2.91K ﹤0.01% 1031
2022
Q3 		– Sell
-16
Closed -$1K – 992
2022
Q2 		$1K Buy
+16
New +$1.3K ﹤0.01% 829

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Steward Financial Group's PLXS Position: Q3 2023 in Review

Steward Financial Group opened a new position in Plexus (PLXS) in Q3 2023: 30 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1031 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in PLXS as recently as Q2 2022.

Steward Financial Group first reported a position in PLXS in Q2 2022 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold PLXS as of Q3 2023.

  • Steward Financial Group held 30 shares of Plexus worth $2K as of Q3 2023.
  • Plexus was a new Steward Financial Group position in Q3 2023.
  • Plexus made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1031 holding.
  • Steward Financial Group first reported a position in Plexus in Q2 2022 and has held it in 2 quarters since.
  • 242 funds tracked by Wall St. Rank held Plexus as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.