SFS
WIRE

Sowell Financial Services’s Encore Wire Corp WIRE Stock Holding History

Sowell Financial 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
2023
Q2 		– Sell
-1,139
Closed -$211K – 854
2023
Q1 		$211K Buy
+1,139
New +$194K 0.02% 677

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Sowell Financial Services's WIRE Position: Q2 2023 in Review

Sowell Financial Services sold out of Encore Wire Corp (WIRE) in Q2 2023, closing a stake of 1,139 shares — an estimated $211K sold.

Sowell Financial Services first reported a position in WIRE in Q1 2023 and held it in 1 quarter. The position peaked at $211K in Q1 2023. 342 funds tracked by Wall St. Rank hold WIRE as of Q2 2023.

  • Sowell Financial Services reported no remaining Encore Wire Corp position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 1,139 Encore Wire Corp shares in Q2 2023, an estimated $211K.
  • Sowell Financial Services first reported a position in Encore Wire Corp in Q1 2023 and held it in 1 quarter.
  • Sowell Financial Services's Encore Wire Corp position peaked at $211K in Q1 2023.
  • 342 funds tracked by Wall St. Rank held Encore Wire Corp as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.