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

Kingswood 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 Q3	–	Sell	-1,838	Closed	-$533K	–	774
2024 Q2	$533K	Buy	+1,838	New	+$518K	0.05%	372
2024 Q1	–	Sell	-2,694	Closed	-$575K	–	712
2023 Q4	$575K	Buy	2,694 +675	+33%	+$129K	0.07%	310
2023 Q3	$368K	Buy	2,019 +445	+28%	+$75.5K	0.06%	304
2023 Q2	$293K	Buy	+1,574	New	+$267K	0.09%	202

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

Kingswood Wealth Advisors's WIRE Position: Q3 2024 in Review

Kingswood Wealth Advisors sold out of Encore Wire Corp (WIRE) in Q3 2024, closing a stake of 1,838 shares — an estimated $533K sold.

Kingswood Wealth Advisors first reported a position in WIRE in Q2 2023 and held it in 4 quarters. The position peaked at $575K in Q4 2023. 3 funds tracked by Wall St. Rank hold WIRE as of Q3 2024.

Kingswood Wealth Advisors reported no remaining Encore Wire Corp position as of Q3 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 1,838 Encore Wire Corp shares in Q3 2024, an estimated $533K.
Kingswood Wealth Advisors first reported a position in Encore Wire Corp in Q2 2023 and held it in 4 quarters.
Kingswood Wealth Advisors's Encore Wire Corp position peaked at $575K in Q4 2023.
3 funds tracked by Wall St. Rank held Encore Wire Corp as of Q3 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.