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Wagner Wealth Management (South Carolina)’s Insteel Industries IIIN Stock Holding History

Wagner Wealth Management (South Carolina)’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
Q3 		– Sell
-128
Closed -$4K – 727
2022
Q2 		$4K Buy
+128
New +$5.09K ﹤0.01% 550
2022
Q1 		– Sell
-128
Closed -$5K – 424
2021
Q4 		$5K Hold
128
– – ﹤0.01% 563
2021
Q3 		$5K Buy
+128
New +$4.72K ﹤0.01% 538

Other funds holding IIIN

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IIIN Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Insteel Industries (IIIN) in Q3 2022, closing a stake of 128 shares — an estimated $4K sold.

Wagner Wealth Management (South Carolina) first reported a position in IIIN in Q3 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 151 funds tracked by Wall St. Rank hold IIIN as of Q3 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Insteel Industries position as of Q3 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 128 Insteel Industries shares in Q3 2022, an estimated $4K.
  • Wagner Wealth Management (South Carolina) first reported a position in Insteel Industries in Q3 2021 and held it in 3 quarters.
  • Wagner Wealth Management (South Carolina)'s Insteel Industries position peaked at $5K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Insteel Industries as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.