VFA
WIRE

Values First Advisors’s Encore Wire Corp WIRE Stock Holding History

Values First 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
2023
Q2 		– Sell
-19
Closed -$3.56K – 358
2023
Q1 		$3.56K Buy
+19
New +$3.24K ﹤0.01% 245

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

Values First Advisors's WIRE Position: Q2 2023 in Review

Values First Advisors sold out of Encore Wire Corp (WIRE) in Q2 2023, closing a stake of 19 shares — an estimated $3.56K sold.

Values First Advisors first reported a position in WIRE in Q1 2023 and held it in 1 quarter. The position peaked at $3.56K in Q1 2023. 342 funds tracked by Wall St. Rank hold WIRE as of Q2 2023.

  • Values First Advisors reported no remaining Encore Wire Corp position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 19 Encore Wire Corp shares in Q2 2023, an estimated $3.56K.
  • Values First Advisors first reported a position in Encore Wire Corp in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's Encore Wire Corp position peaked at $3.56K in Q1 2023.
  • 342 funds tracked by Wall St. Rank held Encore Wire Corp as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.