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
SMP
Standard Motor Products, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
33
$42.1 - $47.76 $1.39K - $1.58K
Sykes Enterprises Inc Com
Q2 2021 Filed on Aug 10, 2021
166
N/A
RXT
Rackspace Technology, Inc.

Technology
Q2 2021 Filed on Aug 10, 2021
124
$18.28 - $26.07 $2.27K - $3.23K
Hollyfrontier Corp Com
Q2 2021 Filed on Aug 10, 2021
86
N/A
AMWL
American Well Corp

Healthcare
Q2 2021 Filed on Aug 10, 2021
74
$10.05 - $18.73 $744 - $1.39K
WD
Walker & Dunlop, Inc.

Financial Services
Q2 2021 Filed on Aug 10, 2021
65
$96.42 - $113.69 $6.27K - $7.39K
Stem Inc Com
Q2 2021 Filed on Aug 10, 2021
2,000
N/A
GTN
Gray Television Inc

Communication Services
Q2 2021 Filed on Aug 10, 2021
0
$18.92 - $23.81 $0 - $0
LSTR
Landstar System Inc

Industrials
Q2 2021 Filed on Aug 10, 2021
8
$154.99 - $180.52 $1.24K - $1.44K
XXII
22nd Century Group, Inc.

Consumer Defensive
Q2 2021 Filed on Aug 10, 2021
500
$3.21 - $5.62 $1.61K - $2.81K
RIDE
Lordstown Motors Corp.

Consumer Cyclical
Q2 2021 Filed on Aug 10, 2021
250
$6.98 - $13.4 $1.75K - $3.35K
UCTT
Ultra Clean Holdings, Inc.

Technology
Q2 2021 Filed on Aug 10, 2021
81
$45.3 - $65.01 $3.67K - $5.27K
AXS
Axis Capital Holdings LTD

Financial Services
Q2 2021 Filed on Aug 10, 2021
116
$47.73 - $57.93 $5.54K - $6.72K
FCNCA
First Citizens Bancshares Inc

Financial Services
Q2 2021 Filed on Aug 10, 2021
4
$808.42 - $892.03 $3.23K - $3.57K
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
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
INT
World Fuel Services Corp

Energy
Q2 2021 Filed on Aug 10, 2021
270
$30.73 - $36.62 $8.3K - $9.89K
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
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