MSFP
WIRE

Mark Sheptoff Financial Planning’s Encore Wire Corp WIRE Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q1 		– Sell
-250
Closed -$36K – 495
2021
Q4 		$36K Buy
+250
New +$32.4K 0.02% 208

Other funds holding WIRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Mark Sheptoff Financial Planning's WIRE Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Encore Wire Corp (WIRE) in Q1 2022, closing a stake of 250 shares — an estimated $36K sold.

Mark Sheptoff Financial Planning first reported a position in WIRE in Q4 2021 and held it in 1 quarter. The position peaked at $36K in Q4 2021. 287 funds tracked by Wall St. Rank hold WIRE as of Q1 2022.

  • Mark Sheptoff Financial Planning reported no remaining Encore Wire Corp position as of Q1 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 250 Encore Wire Corp shares in Q1 2022, an estimated $36K.
  • Mark Sheptoff Financial Planning first reported a position in Encore Wire Corp in Q4 2021 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Encore Wire Corp position peaked at $36K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Encore Wire Corp as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.