SSWM
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Sheets Smith Wealth Management’s Local Bounti LOCL Stock Holding History

Sheets Smith Wealth Management’s Portfolio LOCL Stock Details LOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,154
Closed -$12K – 337
2023
Q1 		$12K Sell
1,154
-346
-23% -$3.7K ﹤0.01% 317
2022
Q4 		$27.1K Buy
1,500
+154
+11% +$4.8K ﹤0.01% 307
2022
Q3 		$50K Buy
1,346
+77
+6% +$3.6K 0.01% 299
2022
Q2 		$52K Buy
1,269
+231
+22% +$17K 0.01% 301
2022
Q1 		$115K Buy
1,038
+115
+12% +$8.7K 0.02% 348
2021
Q4 		$77K Buy
+923
New +$102K 0.01% 371

Other funds holding LOCL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $1.72B AUM 48.78% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return