CA
WIRE

Clearstead Advisors’s Encore Wire Corp WIRE Stock Holding History

Clearstead Advisors’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
-335
Closed -$62.3K – 1576
2023
Q2 		$62.3K Sell
335
-70
-17% -$11.9K ﹤0.01% 685
2023
Q1 		$75.1K Buy
+405
New +$69K 0.01% 568

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

Clearstead Advisors's WIRE Position: Q3 2023 in Review

Clearstead Advisors sold out of Encore Wire Corp (WIRE) in Q3 2023, closing a stake of 335 shares — an estimated $62.3K sold.

Clearstead Advisors first reported a position in WIRE in Q1 2023 and held it in 2 quarters. The position peaked at $75.1K in Q1 2023. 340 funds tracked by Wall St. Rank hold WIRE as of Q3 2023.

  • Clearstead Advisors reported no remaining Encore Wire Corp position as of Q3 2023 after selling out during the quarter.
  • Clearstead Advisors sold 335 Encore Wire Corp shares in Q3 2023, an estimated $62.3K.
  • Clearstead Advisors first reported a position in Encore Wire Corp in Q1 2023 and held it in 2 quarters.
  • Clearstead Advisors's Encore Wire Corp position peaked at $75.1K in Q1 2023.
  • 340 funds tracked by Wall St. Rank held Encore Wire Corp as of Q3 2023.

Based on Clearstead Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.