Sheets Smith Wealth Management Closed Holding Positions

Sheets Smith Wealth Management

  • $856 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q1 2020 Filed on Apr 28, 2020
12,873
$29.04 - $46.68 $374K - $601K
TRU
Trans Union

Industrials
Q1 2020 Filed on Apr 28, 2020
8,503
$54.98 - $100.35 $467K - $853K
WY
Weyerhaeuser CO

Real Estate
Q1 2020 Filed on Apr 28, 2020
7,163
$13.47 - $31.3 $96.5K - $224K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
13,914
$10.46 - $47.28 $146K - $658K
BRKR
Bruker Corp

Healthcare
Q1 2020 Filed on Apr 28, 2020
14,951
$31.86 - $53.99 $476K - $807K
Knoll Inc
Q1 2020 Filed on Apr 28, 2020
26,445
N/A
Yandex N V
Q1 2020 Filed on Apr 28, 2020
15,728
N/A
Royal Dutch Shell PLC
Q1 2020 Filed on Apr 28, 2020
4,164
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
Interxion Holding N.V
Q1 2020 Filed on Apr 28, 2020
6,945
N/A
PCTY
Paylocity Holding Corp

Technology
Q1 2020 Filed on Apr 28, 2020
5,726
$78.39 - $149.76 $449K - $858K
Ihs Markit LTD
Q1 2020 Filed on Apr 28, 2020
7,302
N/A
FUN
Cedar Fair L P

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
7,780
$13.45 - $56.12 $105K - $437K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2020 Filed on Apr 28, 2020
10,110
$102.45 - $157.44 $1.04M - $1.59M
EXPD
Expeditors International Of Washington Inc

Industrials
Q1 2020 Filed on Apr 28, 2020
37,400
$54.94 - $81.34 $2.05M - $3.04M
ESNT
Essent Group Ltd.

Financial Services
Q1 2020 Filed on Apr 28, 2020
10,861
$19.54 - $52.62 $212K - $572K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q1 2020 Filed on Apr 28, 2020
5,592
$36.21 - $54.8 $202K - $306K
TER
Teradyne, Inc

Technology
Q1 2020 Filed on Apr 28, 2020
8,604
$44.29 - $76.21 $381K - $656K
PNTG
Pennant Group, Inc.

Healthcare
Q1 2020 Filed on Apr 28, 2020
6,606
$10.13 - $32.49 $66.9K - $215K
DHR
Danaher Corp

Healthcare
Q1 2020 Filed on Apr 28, 2020
4,545
$121.39 - $169.05 $552K - $768K
Option Care Health Inc
Q1 2020 Filed on Apr 28, 2020
150,253
N/A
INCY
Incyte Corp

Healthcare
Q1 2020 Filed on Apr 28, 2020
6,614
$63.18 - $85.97 $418K - $569K
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
4,748
$59.97 - $123.81 $285K - $588K
RPM
Rpm International Inc

Basic Materials
Q1 2020 Filed on Apr 28, 2020
5,458
$46.81 - $76.26 $255K - $416K
Carolina Tr Bancshares Inc
Q1 2020 Filed on Apr 28, 2020
72,130
N/A
IBP
Installed Building Products, Inc.

Consumer Cyclical
Q1 2020 Filed on Apr 28, 2020
7,445
$30.32 - $79.14 $226K - $589K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 24, 2020
7,720
$69.21 - $87.68 $534K - $677K
Hornbeck Offshore Svcs Inc N
Q4 2019 Filed on Jan 24, 2020
53,531
N/A
CVET
Covetrus, Inc.

Healthcare
Q4 2019 Filed on Jan 24, 2020
35,668
$8.8 - $14.93 $314K - $533K
Cambrex Corp
Q4 2019 Filed on Jan 24, 2020
5,436
N/A
CP
Canadian Pacific Railway LTD

Industrials
Q4 2019 Filed on Jan 24, 2020
3,143
$41.59 - $51.43 $131K - $162K
AZZ
Azz Inc

Industrials
Q4 2019 Filed on Jan 24, 2020
10,255
$37.0 - $47.18 $379K - $484K
SWX
Southwest Gas Holdings, Inc.

Utilities
Q4 2019 Filed on Jan 24, 2020
5,655
$74.68 - $91.44 $422K - $517K
AYX
Alteryx, Inc.

Technology
Q4 2019 Filed on Jan 24, 2020
4,246
$87.42 - $115.75 $371K - $491K
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
Bb&T Corp
Q4 2019 Filed on Jan 24, 2020
96,478
N/A
Hd Supply Hldgs Inc
Q4 2019 Filed on Jan 24, 2020
43,300
N/A
ELME
Elme Communities
Q4 2019 Filed on Jan 24, 2020
7,600
N/A
Xilinx Inc
Q4 2019 Filed on Jan 24, 2020
3,912
N/A
TREE
Lending Tree, Inc.

Financial Services
Q3 2019 Filed on Oct 28, 2019
2,196
$292.4 - $433.34 $642K - $952K
ILMN
Illumina, Inc.

Healthcare
Q3 2019 Filed on Oct 28, 2019
1,038
$266.84 - $378.23 $277K - $393K
CENTA
Central Garden & Pet Company C

Consumer Defensive
Q3 2019 Filed on Oct 28, 2019
9,222
$20.71 - $28.06 $191K - $259K
Wright Med Group N V
Q3 2019 Filed on Oct 28, 2019
15,867
N/A
ETR
Entergy Corp

Utilities
Q3 2019 Filed on Oct 28, 2019
1,967
$102.0 - $117.55 $201K - $231K
CHGG
Chegg, Inc

Consumer Defensive
Q3 2019 Filed on Oct 28, 2019
10,142
$29.95 - $45.77 $304K - $464K
Finisar Corp
Q3 2019 Filed on Oct 28, 2019
10,475
N/A
BL
Blackline, Inc.

Technology
Q3 2019 Filed on Oct 28, 2019
7,270
$42.54 - $56.01 $309K - $407K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
Q3 2019 Filed on Oct 28, 2019
8,166
$57.44 - $79.16 $469K - $646K
Track This Portfolio

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email