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
CVNA
Carvana Co.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
60
$103.84 - $239.63 $6.23K - $14.4K
TFX
Teleflex Inc

Healthcare
Q1 2022 Filed on May 06, 2022
10
$295.56 - $354.83 $2.96K - $3.55K
SRG
Seritage Growth Properties

Real Estate
Q1 2022 Filed on May 06, 2022
108
$8.49 - $14.45 $917 - $1.56K
ALLK
Allakos Inc.

Healthcare
Q1 2022 Filed on May 06, 2022
28
$5.08 - $9.81 $142 - $275
CVV
Cvd Equipment Corp

Industrials
Q1 2022 Filed on May 06, 2022
422
$3.91 - $5.16 $1.65K - $2.18K
TME
Tencent Music Entertainment Group

Communication Services
Q1 2022 Filed on May 06, 2022
1,900
$3.12 - $7.34 $5.93K - $13.9K
PSLV
Sprott Physical Silver Trust

Financial Services
Q1 2022 Filed on May 06, 2022
0
$7.64 - $9.18 $0 - $0
FSLY
Fastly, Inc.

Technology
Q1 2022 Filed on May 06, 2022
42
$13.3 - $36.3 $559 - $1.52K
DJP
Barclays Bank PLC

ETFs
Q1 2022 Filed on May 06, 2022
131
$28.84 - $40.07 $3.78K - $5.25K
SI
Silvergate Capital Corp

Financial Services
Q1 2022 Filed on May 06, 2022
136
$93.26 - $160.52 $12.7K - $21.8K
VNET
Vnet Group, Inc.

Technology
Q1 2022 Filed on May 06, 2022
775
$3.65 - $10.01 $2.83K - $7.76K
RPRX
Royalty Pharma PLC

Healthcare
Q1 2022 Filed on May 06, 2022
581
$37.46 - $42.44 $21.8K - $24.7K
CLOV
Clover Health Investments, Corp.

Healthcare
Q1 2022 Filed on May 06, 2022
88
$2.01 - $4.05 $177 - $356
Mgm Growth Pptys LLC Cl A Com
Q1 2022 Filed on May 06, 2022
640
N/A
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
37
$69.64 - $93.47 $2.58K - $3.46K
PSTH
Pershing Square Tontine Holdings, Ltd.

Financial Services
Q1 2022 Filed on May 06, 2022
80
$19.73 - $19.92 $1.58K - $1.59K
DAR
Darling Ingredients Inc.

Consumer Defensive
Q1 2022 Filed on May 06, 2022
14
$60.59 - $81.89 $848 - $1.15K
IPOD
Social Capital Hedosophia Holdings Corp. Iv

Financial Services
Q1 2022 Filed on May 06, 2022
284
$9.83 - $10.41 $2.79K - $2.96K
IPOF
Social Capital Hedosophia Holdings Corp. Vi

Financial Services
Q1 2022 Filed on May 06, 2022
196
$9.8 - $10.37 $1.92K - $2.03K
PUBM
Pub Matic, Inc.

Technology
Q1 2022 Filed on May 06, 2022
154
$18.77 - $33.23 $2.89K - $5.12K
ASLE
Aer Sale Corp

Industrials
Q1 2022 Filed on May 06, 2022
1,790
$13.23 - $17.76 $23.7K - $31.8K
XYL
Xylem Inc.

Industrials
Q1 2022 Filed on May 06, 2022
50
$82.37 - $118.13 $4.12K - $5.91K
JOBY
Joby Aviation, Inc.

Industrials
Q1 2022 Filed on May 06, 2022
222
$3.63 - $7.48 $806 - $1.66K
Ribbit Leap LTD Shs Cl A
Q1 2022 Filed on May 06, 2022
200
N/A
GNUS
Genius Brands International, Inc.

Communication Services
Q1 2022 Filed on May 06, 2022
500
$0.78 - $1.12 $390 - $560
Saba Capital Income & Oprnt Fd Shares
Q1 2022 Filed on May 06, 2022
19,965
N/A
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
21
$42.34 - $62.92 $889 - $1.32K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
63
$45.5 - $70.45 $2.87K - $4.44K
FMAO
Farmers & Merchants Bancorp Inc

Financial Services
Q1 2022 Filed on May 06, 2022
91,438
$30.9 - $36.76 $2.83M - $3.36M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 06, 2022
20
$63.15 - $90.42 $1.26K - $1.81K
BGB
Blackstone Strategic Credit Fund

Financial Services
Q1 2022 Filed on May 06, 2022
3,650
$12.57 - $13.73 $45.9K - $50.1K
RAMP
Live Ramp Holdings, Inc.

Technology
Q1 2022 Filed on May 06, 2022
97
$33.84 - $50.74 $3.28K - $4.92K
BTG
B2 Gold Corp

Basic Materials
Q1 2022 Filed on May 06, 2022
0
$3.47 - $4.68 $0 - $0
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
Q1 2022 Filed on May 06, 2022
0
$2.94 - $3.5 $0 - $0
IPO
Renaissance Cap Greenwich Fds

ETFs
Q1 2022 Filed on May 06, 2022
30
$36.01 - $57.1 $1.08K - $1.71K
PKI
Perkinelmer Inc

Healthcare
Q1 2022 Filed on May 06, 2022
27
$162.31 - $192.2 $4.38K - $5.19K
LE
Lands' End, Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
6
$15.33 - $20.65 $92 - $124
TBPH
Theravance Biopharma, Inc.

Healthcare
Q1 2022 Filed on May 06, 2022
20
$8.33 - $12.96 $167 - $259
DBRG
Digital Bridge Group, Inc.

Real Estate
Q1 2022 Filed on May 06, 2022
183
$6.58 - $8.25 $1.2K - $1.51K
WING
Wingstop Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
20
$108.81 - $172.32 $2.18K - $3.45K
BGI
Birks Group Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
250
$4.37 - $5.25 $1.09K - $1.31K
BERY
Berry Global Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
256
$60.04 - $73.93 $15.4K - $18.9K
CLNE
Clean Energy Fuels Corp.

Energy
Q4 2021 Filed on Feb 09, 2022
50
$6.03 - $9.54 $302 - $477
FLS
Flowserve Corp

Industrials
Q4 2021 Filed on Feb 09, 2022
400
$28.85 - $37.84 $11.5K - $15.1K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q4 2021 Filed on Feb 09, 2022
1,103
$18.37 - $24.14 $20.3K - $26.6K
Retail Pptys Amer Inc Cl A
Q4 2021 Filed on Feb 09, 2022
2,062
N/A
SPPI
Spectrum Pharmaceuticals Inc

Healthcare
Q4 2021 Filed on Feb 09, 2022
4,175
$1.27 - $2.42 $5.3K - $10.1K
Spx Flow Inc Com
Q4 2021 Filed on Feb 09, 2022
74
N/A
SRCL
Stericycle Inc

Industrials
Q4 2021 Filed on Feb 09, 2022
100
$56.45 - $69.95 $5.65K - $7K
Track This Portfolio

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email