Arkadios Wealth Advisors
IIIN icon

Arkadios Wealth Advisors’s Insteel Industries IIIN Stock Holding History

Arkadios Wealth Advisors’s Portfolio IIIN Stock Details IIIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-228
Closed -$8K – 1150
2021
Q3 		$8K Hold
228
– – ﹤0.01% 1498
2021
Q2 		$7K Buy
228
+1
+0.4% +$35 ﹤0.01% 1627
2021
Q1 		$7K Buy
+227
New +$6.77K ﹤0.01% 1283

Other funds holding IIIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arkadios Wealth Advisors's IIIN Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Insteel Industries (IIIN) in Q4 2021, closing a stake of 228 shares — an estimated $8K sold.

Arkadios Wealth Advisors first reported a position in IIIN in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q3 2021. 167 funds tracked by Wall St. Rank hold IIIN as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Insteel Industries position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 228 Insteel Industries shares in Q4 2021, an estimated $8K.
  • Arkadios Wealth Advisors first reported a position in Insteel Industries in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Insteel Industries position peaked at $8K in Q3 2021.
  • 167 funds tracked by Wall St. Rank held Insteel Industries as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.