SSWM
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Sheets Smith Wealth Management’s International Money Express IMXI Stock Holding History

Sheets Smith Wealth Management’s Portfolio IMXI Stock Details IMXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,418
Closed -$372K – 336
2023
Q1 		$372K Buy
+14,418
New +$350K 0.06% 234
2022
Q4 		– Sell
-18,051
Closed -$411K – 316
2022
Q3 		$411K Buy
+18,051
New +$424K 0.07% 204

Other funds holding IMXI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SCM
Scopia Capital Management New York $144M AUM 25.93% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.75B AUM 1.03% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return