TCI Wealth Advisors’s Plexus PLXS Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-259	Closed	-$25.3K	–	1678
2023 Q1	$25.3K	Sell	259 -1	-0.4%	-$100	﹤0.01%	624
2022 Q4	$26.8K	Hold	260	–	–	﹤0.01%	584
2022 Q3	$23K	Buy	260 +3	+1%	+$268	﹤0.01%	601
2022 Q2	$20K	Hold	257	–	–	﹤0.01%	645
2022 Q1	$21K	Hold	257	–	–	﹤0.01%	684
2021 Q4	$25K	Hold	257	–	–	﹤0.01%	613
2021 Q3	$23K	Hold	257	–	–	﹤0.01%	632
2021 Q2	$23K	Hold	257	–	–	﹤0.01%	573
2021 Q1	$24K	Buy	257 +109	+74%	+$9.24K	0.01%	528
2020 Q4	$12K	Hold	148	–	–	0.01%	607
2020 Q3	$10K	Hold	148	–	–	﹤0.01%	587
2020 Q2	$10K	Sell	148 -17	-10%	-$1.05K	﹤0.01%	575
2020 Q1	$9K	Sell	165 -38	-19%	-$2.56K	﹤0.01%	597
2019 Q4	$16K	Hold	203	–	–	0.01%	606
2019 Q3	$13K	Hold	203	–	–	0.01%	580
2019 Q2	$12K	Hold	203	–	–	0.01%	588
2019 Q1	$12K	Sell	203 -6	-3%	-$346	0.01%	597
2018 Q4	$11K	Hold	209	–	–	0.01%	607
2018 Q3	$12K	Hold	209	–	–	0.01%	604
2018 Q2	$12K	Buy	209 +6	+3%	+$358	0.01%	610
2018 Q1	$12K	Hold	203	–	–	0.01%	588
2017 Q4	$12K	Hold	203	–	–	0.01%	590
2017 Q3	$11K	Hold	203	–	–	0.01%	578
2017 Q2	$11K	Hold	203	–	–	0.01%	572
2017 Q1	$12K	Hold	203	–	–	0.01%	547
2016 Q4	$11K	Hold	203	–	–	0.01%	608
2016 Q3	$9K	Hold	203	–	–	﹤0.01%	607
2016 Q2	$9K	Hold	203	–	–	0.01%	604
2016 Q1	$8K	Sell	203 -158	-44%	-$5.6K	﹤0.01%	634
2015 Q4	$13K	Buy	+361	New	+$13.5K	0.01%	519

Other funds holding PLXS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

TCI Wealth Advisors's PLXS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Plexus (PLXS) in Q2 2023, closing a stake of 259 shares — an estimated $25.3K sold.

TCI Wealth Advisors first reported a position in PLXS in Q4 2015 and held it in 30 quarters. The position peaked at $26.8K in Q4 2022. 238 funds tracked by Wall St. Rank hold PLXS as of Q2 2023.

TCI Wealth Advisors reported no remaining Plexus position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 259 Plexus shares in Q2 2023, an estimated $25.3K.
TCI Wealth Advisors first reported a position in Plexus in Q4 2015 and held it in 30 quarters.
TCI Wealth Advisors's Plexus position peaked at $26.8K in Q4 2022.
238 funds tracked by Wall St. Rank held Plexus as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.