AWM
WIRE

AE Wealth Management’s Encore Wire Corp WIRE Stock Holding History

AE Wealth Management’s Portfolio WIRE Stock Details WIRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,971
Closed -$366K – 2096
2023
Q2 		$366K Buy
1,971
+376
+24% +$63.7K ﹤0.01% 1528
2023
Q1 		$296K Sell
1,595
-10,127
-86% -$1.73M ﹤0.01% 1562
2022
Q4 		$1.61M Buy
11,722
+650
+6% +$89.9K 0.01% 826
2022
Q3 		$1.28M Buy
+11,072
New +$1.35M 0.01% 849
2022
Q1 		– Sell
-2,018
Closed -$289K – 1832
2021
Q4 		$289K Buy
+2,018
New +$261K ﹤0.01% 1464
2019
Q3 		– Sell
-5,254
Closed -$308K – 1077
2019
Q2 		$308K Buy
+5,254
New +$294K 0.01% 743

Other funds holding WIRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AE Wealth Management's WIRE Position: Q3 2023 in Review

AE Wealth Management sold out of Encore Wire Corp (WIRE) in Q3 2023, closing a stake of 1,971 shares — an estimated $366K sold.

AE Wealth Management first reported a position in WIRE in Q2 2019 and held it in 6 quarters. The position peaked at $1.61M in Q4 2022. 340 funds tracked by Wall St. Rank hold WIRE as of Q3 2023.

  • AE Wealth Management reported no remaining Encore Wire Corp position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 1,971 Encore Wire Corp shares in Q3 2023, an estimated $366K.
  • AE Wealth Management first reported a position in Encore Wire Corp in Q2 2019 and held it in 6 quarters.
  • AE Wealth Management's Encore Wire Corp position peaked at $1.61M in Q4 2022.
  • 340 funds tracked by Wall St. Rank held Encore Wire Corp as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.