Wealthspire Advisors (Maryland)’s Plexus PLXS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-102	Closed	-$6K	–	1602
2019 Q1	$6K	Sell	102 -633	-86%	-$36.5K	﹤0.01%	1762
2018 Q4	$38K	Hold	735	–	–	﹤0.01%	971
2018 Q3	$43K	Hold	735	–	–	﹤0.01%	1022
2018 Q2	$44K	Sell	735 -762	-51%	-$45.5K	﹤0.01%	1022
2018 Q1	$89K	Hold	1,497	–	–	0.01%	754
2017 Q4	$91K	Buy	1,497 +154	+11%	+$9.33K	0.01%	752
2017 Q3	$75K	Buy	1,343 +152	+13%	+$8K	0.01%	819
2017 Q2	$63K	Buy	1,191 +552	+86%	+$29.3K	0.01%	861
2017 Q1	$37K	Buy	639 +6	+0.9%	+$334	0.01%	887
2016 Q4	$34K	Hold	633	–	–	0.01%	870
2016 Q3	$30K	Hold	633	–	–	﹤0.01%	934
2016 Q2	$27K	Hold	633	–	–	﹤0.01%	898
2016 Q1	$25K	Hold	633	–	–	﹤0.01%	888
2015 Q4	$22K	Buy	+633	New	+$23.6K	﹤0.01%	938

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PLXS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Plexus (PLXS) in Q2 2019, closing a stake of 102 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in PLXS in Q4 2015 and held it in 14 quarters. The position peaked at $91K in Q4 2017. 173 funds tracked by Wall St. Rank hold PLXS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Plexus position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 102 Plexus shares in Q2 2019, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in Plexus in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Plexus position peaked at $91K in Q4 2017.
173 funds tracked by Wall St. Rank held Plexus as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.