Plante Moran Financial Advisors, LLC Closed Holding Positions

Plante Moran Financial Advisors, LLC

  • $1.16 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
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
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
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
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 09, 2021
49
$36.58 - $44.56 $1.79K - $2.18K
J Alexanders Hldgs Inc Com
Q4 2020 Filed on Feb 09, 2021
8
N/A
LILA
Liberty Latin America Ltd.

Communication Services
Q4 2020 Filed on Feb 09, 2021
17
$8.81 - $12.55 $150 - $213
Micro Focus International PLC Spon Adr New
Q4 2020 Filed on Feb 09, 2021
60
N/A
FCVT
First Tr Exchange Traded Fd Iv

ETFs
Q4 2020 Filed on Feb 09, 2021
0
$40.35 - $49.37 $0 - $0
HYLS
First Tr Tactical High Yield L

ETFs
Q4 2020 Filed on Feb 09, 2021
0
$46.84 - $48.84 $0 - $0
DCI
Donaldson CO Inc

Industrials
Q4 2020 Filed on Feb 09, 2021
2,200
$46.93 - $56.95 $103K - $125K
QGEN
Qiagen N.V.

Healthcare
Q4 2020 Filed on Feb 09, 2021
192
$46.09 - $54.74 $8.85K - $10.5K
Jpmorgan Betabuilders Canada ETF
Q4 2020 Filed on Feb 09, 2021
0
N/A
Jpmorgan Betabuilders Developed Asia Ex Japan ETF
Q4 2020 Filed on Feb 09, 2021
0
N/A
Jpmorgan Betabuilders Japan ETF
Q4 2020 Filed on Feb 09, 2021
0
N/A
BATRA
Liberty Media Corp

Communication Services
Q4 2020 Filed on Feb 09, 2021
10
$20.44 - $27.8 $204 - $278
WBT
Welbilt, Inc.

Industrials
Q4 2020 Filed on Feb 09, 2021
299
$6.01 - $13.2 $1.8K - $3.95K
Us Ecology Inc Com
Q4 2020 Filed on Feb 09, 2021
142
N/A
Telefonica Brasil Sa Sponsored Adr
Q4 2020 Filed on Feb 09, 2021
336
N/A
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q4 2020 Filed on Feb 09, 2021
494
$25.21 - $37.74 $12.5K - $18.6K
UPWK
Upwork, Inc

Industrials
Q4 2020 Filed on Feb 09, 2021
100
$18.45 - $40.49 $1.85K - $4.05K
IDEX
Ideanomics, Inc.

Industrials
Q4 2020 Filed on Feb 09, 2021
10,000
$0.82 - $3.15 $8.2K - $31.5K
BRMK
Broadmark Realty Capital Inc.

Real Estate
Q4 2020 Filed on Feb 09, 2021
632
$9.83 - $10.47 $6.21K - $6.62K
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