Creative Planning’s Encore Wire Corp WIRE Stock Holding History

Creative Planning’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
2024 Q3	–	Sell	-14,760	Closed	-$4.28M	–	3354
2024 Q2	$4.28M	Buy	14,760 +932	+7%	+$263K	﹤0.01%	683
2024 Q1	$3.63M	Buy	13,828 +165	+1%	+$37.4K	﹤0.01%	719
2023 Q4	$2.92M	Sell	13,663 -667	-5%	-$127K	0.01%	754
2023 Q3	$2.61M	Buy	14,330 +3,397	+31%	+$576K	﹤0.01%	743
2023 Q2	$2.03M	Buy	10,933 +8,601	+369%	+$1.46M	﹤0.01%	806
2023 Q1	$432K	Buy	2,332 +22	+1%	+$3.75K	﹤0.01%	1562
2022 Q4	$318K	Buy	+2,310	New	+$320K	﹤0.01%	1687
2022 Q2	–	Sell	-1,032	Closed	-$118K	–	2578
2022 Q1	$118K	Buy	+1,032	New	+$124K	﹤0.01%	1976
2016 Q3	–	Sell	-11	Closed	–	–	4774
2016 Q2	$0	Sell	11 -100	-90%	-$3.84K	﹤0.01%	4563
2016 Q1	$4K	Buy	111 +107	+2,675%	+$3.88K	﹤0.01%	3728
2015 Q4	$0	Buy	+4	New	+$162	﹤0.01%	4622

Other funds holding WIRE

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Creative Planning's WIRE Position: Q3 2024 in Review

Creative Planning sold out of Encore Wire Corp (WIRE) in Q3 2024, closing a stake of 14,760 shares — an estimated $4.28M sold.

Creative Planning first reported a position in WIRE in Q4 2015 and held it in 11 quarters. The position peaked at $4.28M in Q2 2024. 3 funds tracked by Wall St. Rank hold WIRE as of Q3 2024.

Creative Planning reported no remaining Encore Wire Corp position as of Q3 2024 after selling out during the quarter.
Creative Planning sold 14,760 Encore Wire Corp shares in Q3 2024, an estimated $4.28M.
Creative Planning first reported a position in Encore Wire Corp in Q4 2015 and held it in 11 quarters.
Creative Planning's Encore Wire Corp position peaked at $4.28M in Q2 2024.
3 funds tracked by Wall St. Rank held Encore Wire Corp as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.