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Laurel Wealth Advisors (California)’s Insteel Industries IIIN Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio IIIN Stock Details IIIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$219K Sell
7,945
-760
-9% -$20.8K 0.02% 607
2022
Q3 		$231K Sell
8,705
-600
-6% -$18.6K 0.02% 567
2022
Q2 		$313K Hold
9,305
– – 0.03% 481
2022
Q1 		$344K Sell
9,305
-430
-4% -$16.7K 0.03% 541
2021
Q4 		$388K Buy
+9,735
New +$395K 0.03% 542

Other funds holding IIIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
BC
Bruce & Co Chicago, Illinois $369M AUM 50.95% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IIIN Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Insteel Industries (IIIN) stake by 8.7% in Q4 2022, selling an estimated $20.8K and leaving 7,945 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #607.

Laurel Wealth Advisors (California) first reported a position in IIIN in Q4 2021 and has held it in 5 quarters since. The position peaked at $388K in Q4 2021. 151 funds tracked by Wall St. Rank hold IIIN as of Q4 2022.

  • Laurel Wealth Advisors (California) held 7,945 shares of Insteel Industries worth $219K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 760 Insteel Industries shares in Q4 2022, an estimated $20.8K.
  • Insteel Industries made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #607 holding.
  • Laurel Wealth Advisors (California) first reported a position in Insteel Industries in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Insteel Industries position peaked at $388K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Insteel Industries as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.