Steward Partners Investment Advisory’s Pluri PLUR Stock Holding History

Steward Partners Investment Advisory’s Portfolio PLUR Stock Details PLUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	-$4	–	3374
2023 Q1	$4	Hold	1	–	–	﹤0.01%	3303
2022 Q4	$4	Hold	1	–	–	﹤0.01%	3348
2022 Q3	$0	Sell	1 -62	-98%	-$495	﹤0.01%	3346
2022 Q2	$1K	Hold	63	–	–	﹤0.01%	3151
2022 Q1	$1K	Hold	63	–	–	﹤0.01%	3212
2021 Q4	$1K	Hold	63	–	–	﹤0.01%	3114
2021 Q3	$1K	Hold	63	–	–	﹤0.01%	3097
2021 Q2	$2K	Hold	63	–	–	﹤0.01%	6888
2021 Q1	$2.4K	Hold	63	–	–	﹤0.01%	3193
2020 Q4	$4K	Hold	63	–	–	﹤0.01%	2578
2020 Q3	$5K	Buy	63 +62	+6,200%	+$4.74K	﹤0.01%	2377
2020 Q2	$0	Hold	1	–	–	﹤0.01%	2728
2020 Q1	$0	Hold	1	–	–	﹤0.01%	2647
2019 Q4	$0	Hold	1	–	–	﹤0.01%	2704
2019 Q3	$0	Hold	1	–	–	﹤0.01%	2729
2019 Q2	$0	Buy	+1	New	+$50	﹤0.01%	2672
2018 Q4	–	Sell	-1	Closed	–	–	1769
2018 Q3	$0	Sell	1 -13	-93%	-$1.34K	﹤0.01%	2674
2018 Q2	$1K	Hold	14	–	–	﹤0.01%	2373
2018 Q1	$1K	Hold	14	–	–	﹤0.01%	2157
2017 Q4	$1K	Buy	+14	New	+$1.75K	﹤0.01%	1803

Other funds holding PLUR

GAA

Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

VFA

Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NIA

NIA Impact Advisors Berkeley, California $225M AUM 33.05% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's PLUR Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of Pluri (PLUR) in Q2 2023, closing a stake of 1 share — an estimated $4 sold.

Steward Partners Investment Advisory first reported a position in PLUR in Q4 2017 and held it in 20 quarters. The position peaked at $5K in Q3 2020. 31 funds tracked by Wall St. Rank hold PLUR as of Q2 2023.

Steward Partners Investment Advisory reported no remaining Pluri position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 1 Pluri share in Q2 2023, an estimated $4.
Steward Partners Investment Advisory first reported a position in Pluri in Q4 2017 and held it in 20 quarters.
Steward Partners Investment Advisory's Pluri position peaked at $5K in Q3 2020.
31 funds tracked by Wall St. Rank held Pluri as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.