Company profile

Employees
Incorporated
Location
Fiscal year end
Former names
First Wilshire Securities Management Inc, First Wilshire Securities Management Inc
SEC CIK
IRS number
952844956
SEC advisor number
801-15260
FINRA CRD number
171971
AUM ?
$316.69M (as of 15 Dec 20)
Accounts
299 (as of 15 Dec 20)
Employees
11 (7 investment advisory or research)
Address
First Wilshire Securities Management
1214 EAST GREEN STREET, SUITE 104
PASADENA
CA 91106-3171
Phone
(626) 796-6622

Investment data

Data from SEC filings
Top 50 of 75 long holdings
End of quarter 30 Sep 20
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$30.66M 1.49M 1.47M +1.4
$16.89M 895.36K 876.16K +2.2
$16.11M 895.11K 921.49K -2.9
$15.64M 477.54K 490.4K -2.6
$14.48M 2.88M 2.76M +4.1
$12.43M 383.66K 346.6K +10.7
$8.53M 383.87K 390.5K -1.7
$8.45M 474.11K 479.41K -1.1
$7.26M 312.41K 350.33K -10.8
$5.54M 498.1K 551.76K -9.7
$5.07M 53.11K 54.44K -2.4
$4.62M 241.22K 243.69K -1.0
$4.37M 165.13K 168.29K -1.9
$4.25M 66.75K 68.39K -2.4
$4.23M 1.01M 1.02M -1.0
$3.8M 581K 517.15K +12.3
$3.36M 15.79K 11.59K +36.3
$3.04M 972.57K 1.01M -3.3
$2.82M 73.6K 75.76K -2.9
$2.71M 241.87K 252.45K -4.2
$2.37M 77.4K 79.36K -2.5
$2.26M 20.41K 17.25K +18.3
$2M 139.73K 183.11K -23.7
$1.98M 39.23K 29.28K +34.0
$1.92M 142.7K 143.49K -0.5
$1.63M 252.88K 196.27K +28.8
$1.34M 116.03K 131.03K -11.4
$1.31M 84.87K 88.19K -3.8
$1.2M 39.12K 39.71K -1.5
$1.12M 44.54K 46.61K -4.4
$940K 153.06K 130K +17.7
$768K 3.65K 3.94K -7.3
$748K 179.35K 219.1K -18.1
$723K 2.15K 2.23K -3.4
$689K 140K 140K 0
$648K 12.94K 5.15K +151.2
$622K 3.05K 3.05K 0
$614K 2.05K 2.05K 0
$550K 5.05K 5.05K 0
$500K 2.7K 2.7K 0
$494K 350.37K 383.08K -8.5
$485K 20.13K 12.61K +59.7
$472K 1.53K 1.53K 0
$471K 19.45K 23.4K -16.9
$459K 3.12K 2.85K +9.6
$455K 11.56K 11.88K -2.7
$449K 3.85K 3.85K 0
$448K 250K 200K +25.0
$432K 11.84K 11.84K 0
$403K 57.84K 64K -9.6
Holdings list only includes long positions. Only includes long positions.

Calendar

27 Jan 21
30 Sep 21

News

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings