Sheets Smith Wealth Management Closed Holding Positions

Sheets Smith Wealth Management

  • $802 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Cerner Corp
Q1 2022 Filed on May 02, 2022
2,910
N/A
Apollo Global Mgmt Inc
Q1 2022 Filed on May 02, 2022
2,850
N/A
World Gold Tr
Q1 2022 Filed on May 02, 2022
63,903
N/A
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
4,500
$37.48 - $48.52 $169K - $218K
XCEM
Columbia ETF Tr Ii

ETFs
Q1 2022 Filed on May 02, 2022
39,614
$28.43 - $33.15 $1.13M - $1.31M
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 02, 2022
1,247
$378.09 - $648.05 $471K - $808K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
Q1 2022 Filed on May 02, 2022
43,995
$50.54 - $58.97 $2.22M - $2.59M
SYNH
Syneos Health, Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
3,819
$74.15 - $99.36 $283K - $379K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q1 2022 Filed on May 02, 2022
5,422
$47.02 - $71.33 $255K - $387K
ZI
Zoom Info Technologies Inc.

Technology
Q1 2022 Filed on May 02, 2022
5,349
$45.99 - $61.46 $246K - $329K
ADSK
Autodesk, Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
1,242
$249.68 - $333.64 $310K - $414K
DOCU
Docusign, Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
1,467
$135.09 - $284.11 $198K - $417K
RXN
Zurn Water Solutions Corporation

Industrials
Q4 2021 Filed on Jan 20, 2022
11,828
N/A
T
At&T Inc.

Communication Services
Q4 2021 Filed on Jan 20, 2022
11,475
$16.74 - $20.66 $192K - $237K
KMB
Kimberly Clark Corp

Consumer Defensive
Q4 2021 Filed on Jan 20, 2022
1,695
$129.26 - $142.92 $219K - $242K
DHI
Horton D R Inc

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
5,261
$82.96 - $109.65 $436K - $577K
HURC
Hurco Companies Inc

Industrials
Q4 2021 Filed on Jan 20, 2022
12,371
$28.94 - $34.3 $358K - $424K
SNAP
Snap Inc

Communication Services
Q4 2021 Filed on Jan 20, 2022
4,698
$44.42 - $77.34 $209K - $363K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
998
$370.57 - $477.91 $370K - $477K
QRVO
Qorvo, Inc.

Technology
Q4 2021 Filed on Jan 20, 2022
3,373
$146.1 - $178.12 $493K - $601K
LAD
Lithia Motors Inc

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
1,212
$279.0 - $342.01 $338K - $415K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
3,682
$111.96 - $177.7 $412K - $654K
Cai International Inc
Q4 2021 Filed on Jan 20, 2022
5,492
N/A
NESR
National Energy Services Reunited Corp.

Energy
Q4 2021 Filed on Jan 20, 2022
13,880
$8.79 - $13.04 $122K - $181K
FIVE
Five Below, Inc

Consumer Cyclical
Q4 2021 Filed on Jan 20, 2022
1,894
$166.95 - $218.76 $316K - $414K
PGNY
Progyny, Inc.

Healthcare
Q4 2021 Filed on Jan 20, 2022
6,612
$46.8 - $66.66 $309K - $441K
Cadence Bancorporation
Q4 2021 Filed on Jan 20, 2022
10,244
N/A
GMS
Gms Inc.

Industrials
Q4 2021 Filed on Jan 20, 2022
7,103
$44.38 - $60.57 $315K - $430K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q4 2021 Filed on Jan 20, 2022
2,342
$63.26 - $108.62 $148K - $254K
CVLT
Commvault Systems Inc

Technology
Q4 2021 Filed on Jan 20, 2022
6,965
$61.01 - $77.72 $425K - $541K
PGTI
Pgt Innovations, Inc.

Industrials
Q3 2021 Filed on Oct 15, 2021
17,151
$19.1 - $23.77 $328K - $408K
Investors Bancorp Inc New
Q3 2021 Filed on Oct 15, 2021
30,442
N/A
NVCR
Novo Cure LTD

Healthcare
Q3 2021 Filed on Oct 15, 2021
2,692
$116.17 - $194.55 $313K - $524K
ZEN
Zendesk, Inc.

Technology
Q3 2021 Filed on Oct 15, 2021
3,078
$115.3 - $150.84 $355K - $464K
General Electric CO
Q3 2021 Filed on Oct 15, 2021
10,638
N/A
GRWG
Grow Generation Corp.

Consumer Cyclical
Q3 2021 Filed on Oct 15, 2021
7,467
$24.67 - $51.48 $184K - $384K
RGS
Regis Corp

Consumer Cyclical
Q3 2021 Filed on Oct 15, 2021
47,175
$3.48 - $9.49 $164K - $448K
OLED
Universal Display Corp Pa

Technology
Q3 2021 Filed on Oct 15, 2021
1,163
$170.96 - $234.49 $199K - $273K
Tristate Cap Hldgs Inc
Q3 2021 Filed on Oct 15, 2021
11,166
N/A
JD
Jd.Com, Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 03, 2021
5,863
$67.03 - $84.31 $393K - $494K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q2 2021 Filed on Aug 03, 2021
20,000
$4.15 - $4.43 $83K - $88.6K
VIRT
Virtu Financial, Inc.

Financial Services
Q2 2021 Filed on Aug 03, 2021
17,342
$27.39 - $32.19 $475K - $558K
Usa Technologies Inc
Q2 2021 Filed on Aug 03, 2021
37,431
N/A
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
Q2 2021 Filed on Aug 03, 2021
8,570
$33.35 - $34.22 $286K - $293K
Cantel Med Corp
Q2 2021 Filed on Aug 03, 2021
4,767
N/A
FJAN
First Exc Trd Viii Cboe Vest U
Q2 2021 Filed on Aug 03, 2021
10,754
N/A
RDFN
Redfin Corp

Real Estate
Q2 2021 Filed on Aug 03, 2021
5,708
$48.68 - $71.85 $278K - $410K
IEF
Ishares Barclays

ETFs
Q2 2021 Filed on Aug 03, 2021
2,641
$113.04 - $115.78 $299K - $306K
ASTE
Astec Industries Inc

Industrials
Q2 2021 Filed on Aug 03, 2021
4,992
$59.08 - $79.2 $295K - $395K
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