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
AXS Axis Capital Holdings LTD Financial Services	Q2 2021 Filed on Aug 10, 2021	116	$47.73 - $57.93 $5.54K - $6.72K
AFRM Affirm Holdings, Inc. Technology	Q2 2021 Filed on Aug 10, 2021	74	$48.37 - $77.97 $3.58K - $5.77K
POSH Poshmark, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 10, 2021	0	$33.99 - $51.19 $0 - $0
Aegion Corp Com	Q2 2021 Filed on Aug 10, 2021	133	N/A
Ortho Clinical Diagnostics Hld Ord Shs	Q2 2021 Filed on Aug 10, 2021	83	N/A
RQI Cohen & Steers Quality Income Realty Fund Inc Financial Services	Q2 2021 Filed on Aug 10, 2021	0	$14.06 - $16.21 $0 - $0
WAFD Washington Federal Inc Financial Services	Q2 2021 Filed on Aug 10, 2021	90	$30.78 - $33.8 $2.77K - $3.04K
YELP Yelp Inc Communication Services	Q2 2021 Filed on Aug 10, 2021	122	$37.13 - $42.28 $4.53K - $5.16K
COOP Mr. Cooper Group Inc. Financial Services	Q2 2021 Filed on Aug 10, 2021	83	$31.36 - $34.73 $2.6K - $2.88K
ACRE Ares Commercial Real Estate Corp Real Estate	Q2 2021 Filed on Aug 10, 2021	77	$13.76 - $16.92 $1.06K - $1.3K
ETW Eaton Vance Tax Managed Global Buy Write Opportunities Fund Financial Services	Q2 2021 Filed on Aug 10, 2021	0	$10.35 - $11.33 $0 - $0
MSB Mesabi Trust Basic Materials	Q2 2021 Filed on Aug 10, 2021	150	$30.47 - $38.88 $4.57K - $5.83K
KAR Kar Auction Services, Inc. Consumer Cyclical	Q2 2021 Filed on Aug 10, 2021	269	$14.51 - $19.13 $3.9K - $5.15K
SRC Spirit Realty Capital, Inc. Real Estate	Q2 2021 Filed on Aug 10, 2021	40	$43.45 - $50.92 $1.74K - $2.04K
DK Delek Us Holdings, Inc. Energy	Q2 2021 Filed on Aug 10, 2021	134	$20.09 - $25.4 $2.69K - $3.4K
WTM White Mountains Insurance Group LTD Financial Services	Q2 2021 Filed on Aug 10, 2021	5	$1110.64 - $1237.15 $5.55K - $6.19K
KFY Korn Ferry Industrials	Q2 2021 Filed on Aug 10, 2021	33	$62.32 - $73.15 $2.06K - $2.41K
HSC Harsco Corp Industrials	Q2 2021 Filed on Aug 10, 2021	167	$17.09 - $23.53 $2.85K - $3.93K
MATV Schweitzer Mauduit International Inc Basic Materials	Q2 2021 Filed on Aug 10, 2021	104	$38.86 - $49.74 $4.04K - $5.17K
PFSI Penny Mac Financial Services, Inc. Financial Services	Q2 2021 Filed on Aug 10, 2021	21	$56.58 - $65.67 $1.19K - $1.38K
NMIH Nmi Holdings, Inc. Financial Services	Q2 2021 Filed on Aug 10, 2021	142	$22.44 - $26.55 $3.19K - $3.77K
Extended Stay Amer Inc Shs 1 Com 1 Cl B	Q2 2021 Filed on Aug 10, 2021	110	N/A
AVK Advent Convertible & Income Fund Financial Services	Q2 2021 Filed on Aug 10, 2021	0	$17.74 - $19.72 $0 - $0
WCC Wesco International Inc Industrials	Q2 2021 Filed on Aug 10, 2021	112	$84.21 - $112.35 $9.43K - $12.6K
ETO Eaton Vance Tax Advantaged Global Dividend Opportunities Fund Financial Services	Q2 2021 Filed on Aug 10, 2021	0	$26.47 - $29.67 $0 - $0
ENS Ener Sys Industrials	Q2 2021 Filed on Aug 10, 2021	76	$84.92 - $99.17 $6.45K - $7.54K
JLL Jones Lang Lasalle Inc Real Estate	Q2 2021 Filed on Aug 10, 2021	10	$176.19 - $211.63 $1.76K - $2.12K
NXST Nexstar Media Group, Inc. Communication Services	Q2 2021 Filed on Aug 10, 2021	31	$141.41 - $155.1 $4.38K - $4.81K
LRN Stride, Inc. Consumer Defensive	Q2 2021 Filed on Aug 10, 2021	95	$26.34 - $34.44 $2.5K - $3.27K
ELY Callaway Golf CO Consumer Cyclical	Q2 2021 Filed on Aug 10, 2021	68	$27.11 - $37.29 $1.84K - $2.54K
CARA Cara Therapeutics, Inc. Healthcare	Q2 2021 Filed on Aug 10, 2021	200	$12.38 - $29.19 $2.48K - $5.84K
FDP Fresh Del Monte Produce Inc Consumer Defensive	Q2 2021 Filed on Aug 10, 2021	124	$28.2 - $36.42 $3.5K - $4.52K
MTX Minerals Technologies Inc Basic Materials	Q2 2021 Filed on Aug 10, 2021	19	$75.48 - $87.92 $1.43K - $1.67K
HI Hillenbrand, Inc. Industrials	Q2 2021 Filed on Aug 10, 2021	48	$41.05 - $50.83 $1.97K - $2.44K
FCN Fti Consulting, Inc Industrials	Q2 2021 Filed on Aug 10, 2021	41	$134.65 - $146.5 $5.52K - $6.01K
PACW Pacwest Bancorp Financial Services	Q2 2021 Filed on Aug 10, 2021	45	$37.47 - $46.39 $1.69K - $2.09K
CHCT Community Healthcare Trust Inc Real Estate	Q2 2021 Filed on Aug 10, 2021	1,750	$45.72 - $52.22 $80K - $91.4K
CUZ Cousins Properties Inc Real Estate	Q2 2021 Filed on Aug 10, 2021	141	$35.08 - $39.98 $4.95K - $5.64K
UMPQ Umpqua Holdings Corp Financial Services	Q2 2021 Filed on Aug 10, 2021	144	$17.47 - $19.38 $2.52K - $2.79K
China Mobile Limited Sponsored Adr	Q1 2021 Filed on May 13, 2021	21	N/A
Apache Corp Com	Q1 2021 Filed on May 13, 2021	130	N/A
CCK Crown Holdings Inc Consumer Cyclical	Q1 2021 Filed on May 13, 2021	71	$86.0 - $101.01 $6.11K - $7.17K
Eaton Vance Corp Com Non Vtg	Q1 2021 Filed on May 13, 2021	1,765	N/A
PNR Pentair PLC Industrials	Q1 2021 Filed on May 13, 2021	18	$51.53 - $62.32 $928 - $1.12K
CC Chemours CO Basic Materials	Q1 2021 Filed on May 13, 2021	2	$23.53 - $28.74 $47.1 - $57.5
NS Nu Star Energy L.P. Energy	Q1 2021 Filed on May 13, 2021	1,000	$14.33 - $19.98 $14.3K - $20K
QDEF Flexshares Quality Div Defensi ETFs	Q1 2021 Filed on May 13, 2021	1,240	$47.3 - $51.21 $58.7K - $63.5K
Marvell Technology Group LTD Ord	Q1 2021 Filed on May 13, 2021	165	N/A
Nuveen Mich Quality Mun Income Com	Q1 2021 Filed on May 13, 2021	11,071	N/A
WB Weibo Corp Communication Services	Q1 2021 Filed on May 13, 2021	250	$40.58 - $61.82 $10.1K - $15.5K

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