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TFO Wealth Partners’s Plexus PLXS Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$190 – 584
2024
Q1 		$190 Hold
2
– – ﹤0.01% 505
2023
Q4 		$216 Hold
2
– – ﹤0.01% 621
2023
Q3 		$196 Hold
2
– – ﹤0.01% 807
2023
Q2 		$196 Hold
2
– – ﹤0.01% 507
2023
Q1 		$195 Buy
2
+1
+100% +$100 ﹤0.01% 484
2022
Q4 		$130 Buy
+1
New +$101 ﹤0.01% 717

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

TFO Wealth Partners's PLXS Position: Q2 2024 in Review

TFO Wealth Partners sold out of Plexus (PLXS) in Q2 2024, closing a stake of 2 shares — an estimated $190 sold.

TFO Wealth Partners first reported a position in PLXS in Q4 2022 and held it in 6 quarters. The position peaked at $216 in Q4 2023. 257 funds tracked by Wall St. Rank hold PLXS as of Q2 2024.

  • TFO Wealth Partners reported no remaining Plexus position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Plexus shares in Q2 2024, an estimated $190.
  • TFO Wealth Partners first reported a position in Plexus in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Plexus position peaked at $216 in Q4 2023.
  • 257 funds tracked by Wall St. Rank held Plexus as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.