Sheets Smith Wealth Management Closed Holding Positions

Sheets Smith Wealth Management

  • $789 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
NMI
Nuveen Municipal Income Fund Inc

Financial Services
Q2 2021 Filed on Aug 03, 2021
14,590
$11.44 - $11.9 $167K - $174K
ASTE
Astec Industries Inc

Industrials
Q2 2021 Filed on Aug 03, 2021
4,992
$59.08 - $79.2 $295K - $395K
RNG
Ring Central, Inc.

Technology
Q1 2021 Filed on Apr 23, 2021
1,077
$283.69 - $443.29 $306K - $477K
VEEV
Veeva Systems Inc

Healthcare
Q1 2021 Filed on Apr 23, 2021
3,051
$241.17 - $318.09 $736K - $970K
QCOM
Qualcomm Inc

Technology
Q1 2021 Filed on Apr 23, 2021
5,573
$123.2 - $164.78 $687K - $918K
CSGP
Costar Group, Inc.

Real Estate
Q1 2021 Filed on Apr 23, 2021
1,206
$75.85 - $93.98 $91.5K - $113K
LHCG
Lhc Group, Inc

Healthcare
Q1 2021 Filed on Apr 23, 2021
3,340
$173.12 - $221.64 $578K - $740K
TWLO
Twilio Inc

Communication Services
Q1 2021 Filed on Apr 23, 2021
1,528
$315.08 - $443.49 $481K - $678K
BE
Bloom Energy Corp

Industrials
Q1 2021 Filed on Apr 23, 2021
19,510
$23.4 - $42.65 $457K - $832K
FRPT
Freshpet, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 23, 2021
2,591
$136.64 - $172.52 $354K - $447K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q1 2021 Filed on Apr 23, 2021
1,069
$330.24 - $390.54 $353K - $417K
HCCI
Heritage Crystal Clean, Inc.

Industrials
Q1 2021 Filed on Apr 23, 2021
13,554
$21.11 - $29.67 $286K - $402K
AEM
Agnico Eagle Mines LTD

Basic Materials
Q1 2021 Filed on Apr 23, 2021
4,225
$55.36 - $76.39 $234K - $323K
QLV
Flexshares Us Quality Low Vola

ETFs
Q1 2021 Filed on Apr 23, 2021
10,000
$44.16 - $46.9 $442K - $469K
HSIC
Henry Schein Inc

Healthcare
Q1 2021 Filed on Apr 23, 2021
78,210
$61.5 - $73.88 $4.81M - $5.78M
LKQ
Lkq Corp

Consumer Cyclical
Q1 2021 Filed on Apr 23, 2021
88,500
$34.72 - $43.76 $3.07M - $3.87M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q4 2020 Filed on Jan 13, 2021
8,289
$91.51 - $91.53 $759K - $759K
GDDY
Go Daddy Inc.

Technology
Q4 2020 Filed on Jan 13, 2021
4,427
$70.18 - $88.0 $311K - $390K
APD
Air Products & Chemicals, Inc.

Basic Materials
Q4 2020 Filed on Jan 13, 2021
1,207
$263.87 - $312.67 $318K - $377K
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
Q3 2020 Filed on Oct 26, 2020
13,357
$7.52 - $10.47 $100K - $140K
T Mobile Us Inc
Q3 2020 Filed on Oct 26, 2020
19,723
N/A
CNQ
Canadian Natural Resources LTD

Energy
Q3 2020 Filed on Oct 26, 2020
35,120
$16.01 - $20.55 $562K - $722K
Inphi Corp
Q2 2020 Filed on Jul 17, 2020
4,922
N/A
WCN
Waste Connections, Inc.

Industrials
Q2 2020 Filed on Jul 17, 2020
64,300
$74.81 - $98.27 $4.81M - $6.32M
BK
Bank Of New York Mellon Corp

Financial Services
Q2 2020 Filed on Jul 17, 2020
6,710
$32.06 - $42.3 $215K - $284K
Carolina Finl Corp New
Q2 2020 Filed on Jul 17, 2020
16,607
N/A
FNDB
Schwab Fundamental U S Broad M

ETFs
Q2 2020 Filed on Jul 17, 2020
55,858
$29.23 - $39.53 $1.63M - $2.21M
United Technologies Corp
Q2 2020 Filed on Jul 17, 2020
13,451
N/A
EPI
Wisdomtree Tr India Earnings F

ETFs
Q2 2020 Filed on Jul 17, 2020
20,000
$14.99 - $20.43 $300K - $409K
SEIC
Sei Investments CO

Financial Services
Q2 2020 Filed on Jul 17, 2020
41,352
$44.08 - $60.77 $1.82M - $2.51M
O
Realty Income Corp

Real Estate
Q2 2020 Filed on Jul 17, 2020
11,029
$42.25 - $62.18 $466K - $686K
New Oriental Ed & Tech Grp I
Q2 2020 Filed on Jul 17, 2020
3,059
N/A
WY
Weyerhaeuser CO

Real Estate
Q1 2020 Filed on Apr 28, 2020
7,163
$13.47 - $31.3 $96.5K - $224K
PCTY
Paylocity Holding Corp

Technology
Q1 2020 Filed on Apr 28, 2020
5,726
$78.39 - $149.76 $449K - $858K
ET
Energy Transfer LP

Energy
Q1 2020 Filed on Apr 28, 2020
10,298
$4.53 - $13.68 $46.6K - $141K
PAYC
Paycom Software, Inc.

Technology
Q1 2020 Filed on Apr 28, 2020
2,409
$178.94 - $337.74 $431K - $814K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q1 2020 Filed on Apr 28, 2020
5,592
$36.21 - $54.8 $202K - $306K
KSU
Kansas City Southern

Industrials
Q1 2020 Filed on Apr 28, 2020
3,752
N/A
SPLK
Splunk Inc

Technology
Q1 2020 Filed on Apr 28, 2020
3,523
$95.71 - $174.17 $337K - $614K
EPAM
Epam Systems, Inc.

Technology
Q1 2020 Filed on Apr 28, 2020
4,079
$160.13 - $240.0 $653K - $979K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2020 Filed on Apr 28, 2020
12,873
$29.04 - $46.68 $374K - $601K
VMC
Vulcan Materials CO

Basic Materials
Q1 2020 Filed on Apr 28, 2020
3,899
$76.61 - $148.41 $299K - $579K
Ingersoll Rand PLC
Q1 2020 Filed on Apr 28, 2020
6,572
N/A
ISRG
Intuitive Surgical Inc

Healthcare
Q1 2020 Filed on Apr 28, 2020
2,447
$122.58 - $206.1 $300K - $504K
NMIH
Nmi Holdings, Inc.

Financial Services
Q1 2020 Filed on Apr 28, 2020
23,041
$9.58 - $35.57 $221K - $820K
DHR
Danaher Corp

Healthcare
Q1 2020 Filed on Apr 28, 2020
4,545
$121.39 - $169.05 $552K - $768K
Cornerstone Ondemand Inc
Q1 2020 Filed on Apr 28, 2020
11,930
N/A
HAE
Haemonetics Corp

Healthcare
Q1 2020 Filed on Apr 28, 2020
5,177
$74.34 - $121.82 $385K - $631K
EW
Edwards Lifesciences Corp

Healthcare
Q1 2020 Filed on Apr 28, 2020
5,086
$52.41 - $81.0 $267K - $412K
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