PWPS
WIRE

Pinnacle Wealth Planning Services’s Encore Wire Corp WIRE Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		– Sell
-825
Closed -$217K – 555
2024
Q1 		$217K Buy
+825
New +$187K 0.03% 396
2021
Q1 		– Sell
-140
Closed -$8K – 2081
2020
Q4 		$8K Buy
+140
New +$7.23K ﹤0.01% 1493

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's WIRE Position: Q2 2024 in Review

Pinnacle Wealth Planning Services sold out of Encore Wire Corp (WIRE) in Q2 2024, closing a stake of 825 shares — an estimated $217K sold.

Pinnacle Wealth Planning Services first reported a position in WIRE in Q4 2020 and held it in 2 quarters. The position peaked at $217K in Q1 2024. 328 funds tracked by Wall St. Rank hold WIRE as of Q2 2024.

  • Pinnacle Wealth Planning Services reported no remaining Encore Wire Corp position as of Q2 2024 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 825 Encore Wire Corp shares in Q2 2024, an estimated $217K.
  • Pinnacle Wealth Planning Services first reported a position in Encore Wire Corp in Q4 2020 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Encore Wire Corp position peaked at $217K in Q1 2024.
  • 328 funds tracked by Wall St. Rank held Encore Wire Corp as of Q2 2024.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2024, filed 9 Aug 2024.