Sheets Smith Wealth Management’s Cheniere Energy LNG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,893	Closed	-$584K	–	324
2022 Q4	$584K	Buy	3,893 +124	+3%	+$20.7K	0.09%	181
2022 Q3	$625K	Buy	3,769 +344	+10%	+$52.2K	0.1%	163
2022 Q2	$456K	Hold	3,425	–	–	0.08%	191
2022 Q1	$475K	Hold	3,425	–	–	0.07%	221
2021 Q4	$347K	Hold	3,425	–	–	0.04%	288
2021 Q3	$335K	Sell	3,425 -103	-3%	-$9.02K	0.05%	280
2021 Q2	$306K	Hold	3,528	–	–	0.04%	298
2021 Q1	$254K	Hold	3,528	–	–	0.04%	292
2020 Q4	$212K	Buy	+3,528	New	+$189K	0.03%	318

Other funds holding LNG

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sheets Smith Wealth Management's LNG Position: Q1 2023 in Review

Sheets Smith Wealth Management sold out of Cheniere Energy (LNG) in Q1 2023, closing a stake of 3,893 shares — an estimated $584K sold.

Sheets Smith Wealth Management first reported a position in LNG in Q4 2020 and held it in 9 quarters. The position peaked at $625K in Q3 2022. 912 funds tracked by Wall St. Rank hold LNG as of Q1 2023.

Sheets Smith Wealth Management reported no remaining Cheniere Energy position as of Q1 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 3,893 Cheniere Energy shares in Q1 2023, an estimated $584K.
Sheets Smith Wealth Management first reported a position in Cheniere Energy in Q4 2020 and held it in 9 quarters.
Sheets Smith Wealth Management's Cheniere Energy position peaked at $625K in Q3 2022.
912 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.