Ellevest Inc’s Encore Wire Corp WIRE Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-9	Closed	-$1.67K	–	1752
2023 Q1	$1.67K	Hold	9	–	–	﹤0.01%	1480
2022 Q4	$1.24K	Hold	9	–	–	﹤0.01%	1474
2022 Q3	$1K	Buy	+9	New	+$1.09K	﹤0.01%	1548

Other funds holding WIRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Ellevest Inc's WIRE Position: Q2 2023 in Review

Ellevest Inc sold out of Encore Wire Corp (WIRE) in Q2 2023, closing a stake of 9 shares — an estimated $1.67K sold.

Ellevest Inc first reported a position in WIRE in Q3 2022 and held it in 3 quarters. The position peaked at $1.67K in Q1 2023. 342 funds tracked by Wall St. Rank hold WIRE as of Q2 2023.

Ellevest Inc reported no remaining Encore Wire Corp position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 9 Encore Wire Corp shares in Q2 2023, an estimated $1.67K.
Ellevest Inc first reported a position in Encore Wire Corp in Q3 2022 and held it in 3 quarters.
Ellevest Inc's Encore Wire Corp position peaked at $1.67K in Q1 2023.
342 funds tracked by Wall St. Rank held Encore Wire Corp as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.