Sheets Smith Wealth Management Closed Holding Positions

Sheets Smith Wealth Management

  • $807 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
ET
Energy Transfer LP

Energy
Q1 2020 Filed on Apr 28, 2020
10,298
$4.53 - $13.68 $46.6K - $141K
KSU
Kansas City Southern

Industrials
Q1 2020 Filed on Apr 28, 2020
3,752
N/A
Ingersoll Rand PLC
Q1 2020 Filed on Apr 28, 2020
6,572
N/A
G
Genpact LTD

Technology
Q1 2020 Filed on Apr 28, 2020
18,951
$22.65 - $44.94 $429K - $852K
SPLK
Splunk Inc

Technology
Q1 2020 Filed on Apr 28, 2020
3,523
$95.71 - $174.17 $337K - $614K
DHR
Danaher Corp

Healthcare
Q1 2020 Filed on Apr 28, 2020
4,545
$121.39 - $169.05 $552K - $768K
RGEN
Repligen Corp

Healthcare
Q1 2020 Filed on Apr 28, 2020
6,234
$84.96 - $109.14 $530K - $680K
EW
Edwards Lifesciences Corp

Healthcare
Q1 2020 Filed on Apr 28, 2020
5,086
$52.41 - $81.0 $267K - $412K
FIVN
Five9, Inc.

Technology
Q1 2020 Filed on Apr 28, 2020
9,072
$56.45 - $78.75 $512K - $714K
INCY
Incyte Corp

Healthcare
Q1 2020 Filed on Apr 28, 2020
6,614
$63.18 - $85.97 $418K - $569K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q1 2020 Filed on Apr 28, 2020
6,294
$66.85 - $100.17 $421K - $630K
HAE
Haemonetics Corp

Healthcare
Q1 2020 Filed on Apr 28, 2020
5,177
$74.34 - $121.82 $385K - $631K
Cornerstone Ondemand Inc
Q1 2020 Filed on Apr 28, 2020
11,930
N/A
IBP
Installed Building Products, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
7,445
$30.32 - $79.14 $226K - $589K
Option Care Health Inc
Q1 2020 Filed on Apr 28, 2020
150,253
N/A
Yandex N V
Q1 2020 Filed on Apr 28, 2020
15,728
N/A
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q1 2020 Filed on Apr 28, 2020
5,592
$36.21 - $54.8 $202K - $306K
EPAM
Epam Systems, Inc.

Technology
Q1 2020 Filed on Apr 28, 2020
4,079
$160.13 - $240.0 $653K - $979K
Knoll Inc
Q1 2020 Filed on Apr 28, 2020
26,445
N/A
Interxion Holding N.V
Q1 2020 Filed on Apr 28, 2020
6,945
N/A
SJM
J M Smucker CO

Consumer Defensive
Q1 2020 Filed on Apr 28, 2020
16,223
$95.79 - $118.86 $1.55M - $1.93M
EXPD
Expeditors International Of Washington Inc

Industrials
Q1 2020 Filed on Apr 28, 2020
37,400
$54.94 - $81.34 $2.05M - $3.04M
SHW
Sherwin Williams CO

Basic Materials
Q1 2020 Filed on Apr 28, 2020
2,454
$132.23 - $198.85 $324K - $488K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2020 Filed on Apr 28, 2020
10,110
$102.45 - $157.44 $1.04M - $1.59M
FUN
Cedar Fair L P

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
7,780
$13.45 - $56.12 $105K - $437K
ESNT
Essent Group Ltd.

Financial Services
Q1 2020 Filed on Apr 28, 2020
10,861
$19.54 - $52.62 $212K - $572K
BRKR
Bruker Corp

Healthcare
Q1 2020 Filed on Apr 28, 2020
14,951
$31.86 - $53.99 $476K - $807K
PCTY
Paylocity Holding Corp

Technology
Q1 2020 Filed on Apr 28, 2020
5,726
$78.39 - $149.76 $449K - $858K
Carolina Tr Bancshares Inc
Q1 2020 Filed on Apr 28, 2020
72,130
N/A
Royal Dutch Shell PLC
Q1 2020 Filed on Apr 28, 2020
4,164
N/A
Ihs Markit LTD
Q1 2020 Filed on Apr 28, 2020
7,302
N/A
Cambrex Corp
Q4 2019 Filed on Jan 24, 2020
5,436
N/A
LGIH
Lgi Homes, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 24, 2020
7,720
$69.21 - $87.68 $534K - $677K
Hd Supply Hldgs Inc
Q4 2019 Filed on Jan 24, 2020
43,300
N/A
AZZ
Azz Inc

Industrials
Q4 2019 Filed on Jan 24, 2020
10,255
$37.0 - $47.18 $379K - $484K
CP
Canadian Pacific Railway LTD

Industrials
Q4 2019 Filed on Jan 24, 2020
3,143
$41.59 - $51.43 $131K - $162K
Bb&T Corp
Q4 2019 Filed on Jan 24, 2020
96,478
N/A
AYX
Alteryx, Inc.

Technology
Q4 2019 Filed on Jan 24, 2020
4,246
$87.42 - $115.75 $371K - $491K
Xilinx Inc
Q4 2019 Filed on Jan 24, 2020
3,912
N/A
CVET
Covetrus, Inc.

Healthcare
Q4 2019 Filed on Jan 24, 2020
35,668
$8.8 - $14.93 $314K - $533K
Celgene Corp
Q4 2019 Filed on Jan 24, 2020
9,393
N/A
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q4 2019 Filed on Jan 24, 2020
7,662
$49.57 - $58.77 $380K - $450K
Hornbeck Offshore Svcs Inc N
Q4 2019 Filed on Jan 24, 2020
53,531
N/A
SWX
Southwest Gas Holdings, Inc.

Utilities
Q4 2019 Filed on Jan 24, 2020
5,655
$74.68 - $91.44 $422K - $517K
ELME
Elme Communities
Q4 2019 Filed on Jan 24, 2020
7,600
N/A
TREE
Lending Tree, Inc.

Financial Services
Q3 2019 Filed on Oct 28, 2019
2,196
$292.4 - $433.34 $642K - $952K
VPG
Vishay Precision Group, Inc.

Technology
Q3 2019 Filed on Oct 28, 2019
8,699
$29.64 - $41.39 $258K - $360K
MNRO
Monro, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 28, 2019
4,679
$74.32 - $87.46 $348K - $409K
Tableau Software Inc
Q3 2019 Filed on Oct 28, 2019
2,524
N/A
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