Sheets Smith Wealth Management’s BrightView Holdings BV Stock Holding History

Sheets Smith Wealth Management’s Portfolio BV Stock Details BV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-16,485	Closed	-$224K	–	309
2022 Q1	$224K	Hold	16,485	–	–	0.03%	322
2021 Q4	$232K	Buy	16,485 +68	+0.4%	+$1.02K	0.03%	340
2021 Q3	$242K	Hold	16,417	–	–	0.03%	329
2021 Q2	$265K	Hold	16,417	–	–	0.04%	316
2021 Q1	$277K	Hold	16,417	–	–	0.04%	285
2020 Q4	$248K	Buy	16,417 +490	+3%	+$6.71K	0.04%	298
2020 Q3	$182K	Sell	15,927 -1,300	-8%	-$15.6K	0.03%	284
2020 Q2	$193K	Sell	17,227 -2,200	-11%	-$26.6K	0.04%	247
2020 Q1	$215K	Buy	19,427 +1,008	+5%	+$14.4K	0.05%	243
2019 Q4	$311K	Sell	18,419 -800	-4%	-$13.9K	0.06%	264
2019 Q3	$330K	Sell	19,219 -121	-0.6%	-$2.23K	0.07%	238
2019 Q2	$362K	Hold	19,340	–	–	0.07%	248
2019 Q1	$278K	Buy	19,340 +7,419	+62%	+$103K	0.06%	278
2018 Q4	$122K	Buy	+11,921	New	+$153K	0.03%	267

Other funds holding BV

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sheets Smith Wealth Management's BV Position: Q2 2022 in Review

Sheets Smith Wealth Management sold out of BrightView Holdings (BV) in Q2 2022, closing a stake of 16,485 shares — an estimated $224K sold.

Sheets Smith Wealth Management first reported a position in BV in Q4 2018 and held it in 14 quarters. The position peaked at $362K in Q2 2019. 122 funds tracked by Wall St. Rank hold BV as of Q2 2022.

Sheets Smith Wealth Management reported no remaining BrightView Holdings position as of Q2 2022 after selling out during the quarter.
Sheets Smith Wealth Management sold 16,485 BrightView Holdings shares in Q2 2022, an estimated $224K.
Sheets Smith Wealth Management first reported a position in BrightView Holdings in Q4 2018 and held it in 14 quarters.
Sheets Smith Wealth Management's BrightView Holdings position peaked at $362K in Q2 2019.
122 funds tracked by Wall St. Rank held BrightView Holdings as of Q2 2022.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.