Forum Financial Management’s Encore Wire Corp WIRE Stock Holding History

Forum Financial Management’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	-716	Closed	-$208K	–	788
2024 Q2	$208K	Buy	+716	New	+$202K	﹤0.01%	661

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

Forum Financial Management's WIRE Position: Q3 2024 in Review

Forum Financial Management sold out of Encore Wire Corp (WIRE) in Q3 2024, closing a stake of 716 shares — an estimated $208K sold.

Forum Financial Management first reported a position in WIRE in Q2 2024 and held it in 1 quarter. The position peaked at $208K in Q2 2024. 3 funds tracked by Wall St. Rank hold WIRE as of Q3 2024.

Forum Financial Management reported no remaining Encore Wire Corp position as of Q3 2024 after selling out during the quarter.
Forum Financial Management sold 716 Encore Wire Corp shares in Q3 2024, an estimated $208K.
Forum Financial Management first reported a position in Encore Wire Corp in Q2 2024 and held it in 1 quarter.
Forum Financial Management's Encore Wire Corp position peaked at $208K in Q2 2024.
3 funds tracked by Wall St. Rank held Encore Wire Corp as of Q3 2024.

Based on Forum Financial Management's 13F filing for Q3 2024, filed 29 Oct 2024.