Plante Moran Financial Advisors, LLC Closed Holding Positions

Plante Moran Financial Advisors, LLC

  • $1.2 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
Tim Participacoes S A Sponsored Adr
Q4 2020 Filed on Feb 09, 2021
30
N/A
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
Q4 2020 Filed on Feb 09, 2021
1,000
$34.61 - $123.66 $34.6K - $124K
PHO
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 09, 2021
272
$39.82 - $46.45 $10.8K - $12.6K
Cantel Med Corp Com
Q4 2020 Filed on Feb 09, 2021
40
N/A
Azurrx Biopharma Inc Com
Q4 2020 Filed on Feb 09, 2021
800
N/A
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
Q4 2020 Filed on Feb 09, 2021
0
$23.32 - $28.49 $0 - $0
51 Job Inc Sponsored Ads
Q4 2020 Filed on Feb 09, 2021
100
N/A
RDFN
Redfin Corp

Real Estate
Q4 2020 Filed on Feb 09, 2021
85
$39.24 - $82.11 $3.34K - $6.98K
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q4 2020 Filed on Feb 09, 2021
150
$41.29 - $58.85 $6.19K - $8.83K
PEB
Pebblebrook Hotel Trust

Real Estate
Q4 2020 Filed on Feb 09, 2021
134
$11.98 - $19.98 $1.61K - $2.68K
CXW
Core Civic, Inc.

Real Estate
Q4 2020 Filed on Feb 09, 2021
117
$5.92 - $8.31 $693 - $972
TNC
Tennant CO

Industrials
Q4 2020 Filed on Feb 09, 2021
50
$59.1 - $71.51 $2.96K - $3.58K
EQC
Equity Commonwealth

Real Estate
Q4 2020 Filed on Feb 09, 2021
220
$26.08 - $27.54 $5.74K - $6.06K
ENV
Envestnet, Inc.

Technology
Q4 2020 Filed on Feb 09, 2021
80
$74.94 - $84.32 $6K - $6.75K
VCV
Invesco California Value Municipal Income Trust

Financial Services
Q4 2020 Filed on Feb 09, 2021
0
$12.2 - $13.23 $0 - $0
Iac Interactivecorp New Com
Q4 2020 Filed on Feb 09, 2021
625
N/A
AMN
Amn Healthcare Services Inc

Healthcare
Q4 2020 Filed on Feb 09, 2021
400
$57.28 - $69.96 $22.9K - $28K
LAND
Gladstone Land Corp

Real Estate
Q4 2020 Filed on Feb 09, 2021
0
$13.78 - $15.51 $0 - $0
NJR
New Jersey Resources Corp

Utilities
Q4 2020 Filed on Feb 09, 2021
0
$26.93 - $38.13 $0 - $0
CPA
Copa Holdings, S.A.

Industrials
Q4 2020 Filed on Feb 09, 2021
20
$47.33 - $84.54 $947 - $1.69K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q4 2020 Filed on Feb 09, 2021
0
$115.55 - $138.66 $0 - $0
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
Q4 2020 Filed on Feb 09, 2021
0
$13.1 - $15.11 $0 - $0
CLR
Continental Resources, Inc

Energy
Q4 2020 Filed on Feb 09, 2021
2,197
$11.76 - $19.23 $25.8K - $42.2K
PGEN
Precigen, Inc.

Healthcare
Q4 2020 Filed on Feb 09, 2021
100
$3.75 - $10.56 $375 - $1.06K
Qts Rlty Tr Inc Com Cl A
Q4 2020 Filed on Feb 09, 2021
0
N/A
MASI
Masimo Corp

Healthcare
Q4 2020 Filed on Feb 09, 2021
25
$223.82 - $271.35 $5.6K - $6.78K
AL
Air Lease Corp

Industrials
Q4 2020 Filed on Feb 09, 2021
4,600
$27.24 - $44.42 $125K - $204K
MAIN
Main Street Capital Corp

Financial Services
Q4 2020 Filed on Feb 09, 2021
500
$27.39 - $32.59 $13.7K - $16.3K
DHIL
Diamond Hill Investment Group Inc

Financial Services
Q4 2020 Filed on Feb 09, 2021
20
$128.01 - $160.0 $2.56K - $3.2K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 09, 2021
200
$59.24 - $78.5 $11.8K - $15.7K
AMRN
Amarin Corp Plcuk

Healthcare
Q4 2020 Filed on Feb 09, 2021
10,000
$4.04 - $5.31 $40.4K - $53.1K
Momo Inc Adr
Q4 2020 Filed on Feb 09, 2021
100
N/A
LFUS
Littelfuse Inc

Technology
Q4 2020 Filed on Feb 09, 2021
20
$181.14 - $254.66 $3.62K - $5.09K
FEMB
First Tr ETF Emerging Markets

ETFs
Q4 2020 Filed on Feb 09, 2021
0
$34.22 - $38.58 $0 - $0
BZUN
Baozun Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 09, 2021
50
$31.23 - $42.38 $1.56K - $2.12K
Strongbridge Biopharma PLC Shs Usd
Q4 2020 Filed on Feb 09, 2021
2,500
N/A
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q4 2020 Filed on Feb 09, 2021
103
$88.62 - $141.23 $9.13K - $14.5K
AX
Axos Financial, Inc.

Financial Services
Q4 2020 Filed on Feb 09, 2021
150
$23.61 - $37.71 $3.54K - $5.66K
National Oilwell Varco Inc Com
Q3 2020 Filed on Nov 12, 2020
53
N/A
BANR
Banner Corp

Financial Services
Q3 2020 Filed on Nov 12, 2020
48
$30.58 - $38.41 $1.47K - $1.84K
HRTX
Heron Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Nov 12, 2020
250
$13.67 - $17.77 $3.42K - $4.44K
Fs Kkr Capital Corp Com
Q3 2020 Filed on Nov 12, 2020
4,565
N/A
Gci Liberty Inc Com Class A
Q3 2020 Filed on Nov 12, 2020
1
N/A
DNOW
Now Inc.

Energy
Q3 2020 Filed on Nov 12, 2020
149
$4.54 - $9.36 $676 - $1.39K
Hi Crush Partners LP Com Unit LTD
Q3 2020 Filed on Nov 12, 2020
5,155
N/A
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