Integrated Wealth Concepts’s Encore Wire Corp WIRE Stock Holding History

Integrated Wealth Concepts’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 Q4	–	Sell	-7,926	Closed	-$1.45M	–	1683
2023 Q3	$1.45M	Buy	7,926 +4,081	+106%	+$692K	0.03%	557
2023 Q2	$715K	Sell	3,845 -2,477	-39%	-$419K	0.01%	820
2023 Q1	$1.17M	Buy	+6,322	New	+$1.08M	0.02%	556

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Concepts's WIRE Position: Q4 2023 in Review

Integrated Wealth Concepts sold out of Encore Wire Corp (WIRE) in Q4 2023, closing a stake of 7,926 shares — an estimated $1.45M sold.

Integrated Wealth Concepts first reported a position in WIRE in Q1 2023 and held it in 3 quarters. The position peaked at $1.45M in Q3 2023. 357 funds tracked by Wall St. Rank hold WIRE as of Q4 2023.

Integrated Wealth Concepts reported no remaining Encore Wire Corp position as of Q4 2023 after selling out during the quarter.
Integrated Wealth Concepts sold 7,926 Encore Wire Corp shares in Q4 2023, an estimated $1.45M.
Integrated Wealth Concepts first reported a position in Encore Wire Corp in Q1 2023 and held it in 3 quarters.
Integrated Wealth Concepts's Encore Wire Corp position peaked at $1.45M in Q3 2023.
357 funds tracked by Wall St. Rank held Encore Wire Corp as of Q4 2023.

Based on Integrated Wealth Concepts's 13F filing for Q4 2023, filed 13 Feb 2024.