EverSource Wealth Advisors’s Encore Wire Corp WIRE Stock Holding History

EverSource Wealth 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
2024 Q2	–	Sell	-215	Closed	-$60.1K	–	3169
2024 Q1	$60.1K	Buy	215 +18	+9%	+$4.08K	﹤0.01%	895
2023 Q4	$42.1K	Sell	197 -19	-9%	-$3.62K	﹤0.01%	964
2023 Q3	$39.4K	Sell	216 -6	-3%	-$1.02K	﹤0.01%	903
2023 Q2	$41.3K	Buy	222 +3	+1%	+$508	﹤0.01%	912
2023 Q1	$40.6K	Sell	219 -23	-10%	-$3.92K	0.01%	863
2022 Q4	$33.3K	Buy	242 +71	+42%	+$9.82K	0.01%	914
2022 Q3	$20K	Sell	171 -466	-73%	-$56.7K	﹤0.01%	915
2022 Q2	$66K	Buy	637 +437	+219%	+$51.6K	0.02%	523
2022 Q1	$23K	Hold	200	–	–	0.01%	650
2021 Q4	$29K	Buy	+200	New	+$25.9K	0.01%	552

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

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

EverSource Wealth Advisors's WIRE Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of Encore Wire Corp (WIRE) in Q2 2024, closing a stake of 215 shares — an estimated $60.1K sold.

EverSource Wealth Advisors first reported a position in WIRE in Q4 2021 and held it in 10 quarters. The position peaked at $66K in Q2 2022. 328 funds tracked by Wall St. Rank hold WIRE as of Q2 2024.

EverSource Wealth Advisors reported no remaining Encore Wire Corp position as of Q2 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 215 Encore Wire Corp shares in Q2 2024, an estimated $60.1K.
EverSource Wealth Advisors first reported a position in Encore Wire Corp in Q4 2021 and held it in 10 quarters.
EverSource Wealth Advisors's Encore Wire Corp position peaked at $66K in Q2 2022.
328 funds tracked by Wall St. Rank held Encore Wire Corp as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.