Plante Moran Financial Advisors, LLC Closed Holding Positions

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EHTH
E Health, Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
101
$47.85 - $85.09 $4.83K - $8.59K
BTO
John Hancock Financial Opportunities Fund

Financial Services
Q1 2021 Filed on May 13, 2021
0
$29.41 - $39.09 $0 - $0
VIV
Telefonica Brasil S.A.

Communication Services
Q1 2021 Filed on May 13, 2021
336
$7.6 - $9.1 $2.55K - $3.06K
SAM
Boston Beer CO Inc

Consumer Defensive
Q1 2021 Filed on May 13, 2021
2
$907.22 - $1213.62 $1.81K - $2.43K
AVT
Avnet Inc

Technology
Q1 2021 Filed on May 13, 2021
500
$35.31 - $41.51 $17.7K - $20.8K
Athene Holding LTD Cl A
Q1 2021 Filed on May 13, 2021
17
N/A
BGR
Black Rock Energy & Resources Trust

Financial Services
Q1 2021 Filed on May 13, 2021
0
$7.08 - $9.38 $0 - $0
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
Q1 2021 Filed on May 13, 2021
11
$18.75 - $20.71 $206 - $228
MNTX
Manitex International, Inc.

Industrials
Q1 2021 Filed on May 13, 2021
1,000
$5.0 - $9.32 $5K - $9.32K
MNA
Iq Merger Arbitrage ETF

ETFs
Q1 2021 Filed on May 13, 2021
16
$32.33 - $33.67 $517 - $539
Spdr Gold Minishares Trust
Q1 2021 Filed on May 13, 2021
52
N/A
Mogu Inc Spon Ads
Q1 2021 Filed on May 13, 2021
50,000
N/A
VNO
Vornado Realty Trust

Real Estate
Q1 2021 Filed on May 13, 2021
18
$35.27 - $49.04 $635 - $883
GIM
Templeton Global Income Fund

Financial Services
Q1 2021 Filed on May 13, 2021
280
$5.29 - $5.69 $1.48K - $1.59K
AU
Anglogold Ashanti LTD

Basic Materials
Q1 2021 Filed on May 13, 2021
24
$19.86 - $25.49 $477 - $612
HPF
John Hancock Preferred Income Fund Ii

Financial Services
Q1 2021 Filed on May 13, 2021
0
$18.31 - $20.8 $0 - $0
OTEX
Open Text Corp

Technology
Q1 2021 Filed on May 13, 2021
400
$44.26 - $49.49 $17.7K - $19.8K
XRX
Xerox Holdings Corp

Technology
Q1 2021 Filed on May 13, 2021
20
$20.75 - $26.91 $415 - $538
FCEL
Fuelcell Energy Inc

Industrials
Q1 2021 Filed on May 13, 2021
1,000
$10.61 - $27.96 $10.6K - $28K
SIL
Global X Silver Miners ETF

ETFs
Q1 2021 Filed on May 13, 2021
6
$38.74 - $49.75 $232 - $299
Duff & Phelps Slt Engy And Mid Com New
Q1 2021 Filed on May 13, 2021
150
N/A
XMPT
Vaneck Cef Muni Income ETF

ETFs
Q1 2021 Filed on May 13, 2021
14
$27.78 - $29.21 $389 - $409
DHY
Credit Suisse High Yield Bond Fund

Financial Services
Q1 2021 Filed on May 13, 2021
2,000
$2.25 - $2.42 $4.5K - $4.84K
RFIL
R F Industries LTD

Industrials
Q1 2021 Filed on May 13, 2021
100
$4.89 - $7.3 $489 - $730
DOOR
Masonite International Corp

Industrials
Q1 2021 Filed on May 13, 2021
5
$95.9 - $119.66 $480 - $598
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
Q1 2021 Filed on May 13, 2021
14
$24.91 - $25.83 $349 - $362
MEI
Methode Electronics Inc

Technology
Q1 2021 Filed on May 13, 2021
15
$37.59 - $46.82 $564 - $702
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q1 2021 Filed on May 13, 2021
7
$39.62 - $45.05 $277 - $315
TFII
Tfi International Inc.

Industrials
Q1 2021 Filed on May 13, 2021
15
$51.13 - $80.02 $767 - $1.2K
BIDU
Baidu, Inc.

Communication Services
Q4 2020 Filed on Feb 09, 2021
34
$124.62 - $219.63 $4.24K - $7.47K
Unilever N V N Y Shs New
Q4 2020 Filed on Feb 09, 2021
61
N/A
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q4 2020 Filed on Feb 09, 2021
50
$72.61 - $90.2 $3.63K - $4.51K
BLUE
Bluebird Bio, Inc.

Healthcare
Q4 2020 Filed on Feb 09, 2021
80
$27.5 - $37.92 $2.2K - $3.03K
E Trade Financial Corp Com New
Q4 2020 Filed on Feb 09, 2021
38
N/A
FTAI
Fortress Transportation & Infrastructure Investors LLC

Industrials
Q4 2020 Filed on Feb 09, 2021
915
$15.74 - $23.46 $14.4K - $21.5K
BATRK
Liberty Media Corp Del

Communication Services
Q4 2020 Filed on Feb 09, 2021
36
$20.23 - $27.53 $728 - $991
LGFB
Lions Gate Entmt Corp Cl B Non
Q4 2020 Filed on Feb 09, 2021
73
N/A
Noble Energy Inc Com
Q4 2020 Filed on Feb 09, 2021
130
N/A
TRGP
Targa Resources Corp.

Energy
Q4 2020 Filed on Feb 09, 2021
131
$13.58 - $28.28 $1.78K - $3.7K
PAA
Plains All American Pipeline LP

Energy
Q4 2020 Filed on Feb 09, 2021
3,220
$5.76 - $9.68 $18.5K - $31.2K
CASY
Caseys General Stores Inc

Consumer Cyclical
Q4 2020 Filed on Feb 09, 2021
45
$167.83 - $193.7 $7.55K - $8.72K
IQ
I Qiyi, Inc.

Communication Services
Q4 2020 Filed on Feb 09, 2021
550
$16.97 - $27.77 $9.33K - $15.3K
FUL
Fuller H B CO

Basic Materials
Q4 2020 Filed on Feb 09, 2021
800
$44.82 - $54.94 $35.9K - $44K
ROIC
Retail Opportunity Investments Corp

Real Estate
Q4 2020 Filed on Feb 09, 2021
246
$9.73 - $14.35 $2.39K - $3.53K
Maxim Integrated Prods Inc Com
Q4 2020 Filed on Feb 09, 2021
0
N/A
RFG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 09, 2021
217
$170.73 - $206.06 $37K - $44.7K
Cincinnati Bell Inc New Com New
Q4 2020 Filed on Feb 09, 2021
36
N/A
SFIX
Stitch Fix, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 09, 2021
75
$27.57 - $71.65 $2.07K - $5.37K
Taubman Ctrs Inc Com
Q4 2020 Filed on Feb 09, 2021
497
N/A
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