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Carolina Wealth Advisors’s Insteel Industries IIIN Stock Holding History

Carolina 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
2023
Q2 		– Sell
-124
Closed -$3.45K – 273
2023
Q1 		$3.45K Sell
124
-11,003
-99% -$320K ﹤0.01% 199
2022
Q4 		$306K Buy
11,127
+1,233
+12% +$33.8K 0.19% 63
2022
Q3 		$262K Buy
9,894
+980
+11% +$30.4K 0.21% 58
2022
Q2 		$300K Buy
8,914
+1,555
+21% +$61.8K 0.2% 58
2022
Q1 		$272K Buy
7,359
+596
+9% +$23.1K 0.17% 62
2021
Q4 		$269K Buy
6,763
+1,567
+30% +$63.6K 0.15% 50
2021
Q3 		$198K Buy
5,196
+876
+20% +$32.3K 0.13% 57
2021
Q2 		$139K Buy
4,320
+965
+29% +$33.3K 0.09% 80
2021
Q1 		$103K Buy
+3,355
New +$100K 0.08% 88

Other funds holding IIIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carolina Wealth Advisors's IIIN Position: Q2 2023 in Review

Carolina Wealth Advisors sold out of Insteel Industries (IIIN) in Q2 2023, closing a stake of 124 shares — an estimated $3.45K sold.

Carolina Wealth Advisors first reported a position in IIIN in Q1 2021 and held it in 9 quarters. The position peaked at $306K in Q4 2022. 146 funds tracked by Wall St. Rank hold IIIN as of Q2 2023.

  • Carolina Wealth Advisors reported no remaining Insteel Industries position as of Q2 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 124 Insteel Industries shares in Q2 2023, an estimated $3.45K.
  • Carolina Wealth Advisors first reported a position in Insteel Industries in Q1 2021 and held it in 9 quarters.
  • Carolina Wealth Advisors's Insteel Industries position peaked at $306K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held Insteel Industries as of Q2 2023.

Based on Carolina Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.