SSWM
MDRR

Sheets Smith Wealth Management’s Medalist Diversified Inc MDRR Stock Holding History

Sheets Smith Wealth Management’s Portfolio MDRR Stock Details MDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-965
Closed -$12.9K – 338
2023
Q1 		$12.9K Hold
965
– – ﹤0.01% 315
2022
Q4 		$10.8K Hold
965
– – ﹤0.01% 309
2022
Q3 		$13K Hold
965
– – ﹤0.01% 300
2022
Q2 		$13K Hold
965
– – ﹤0.01% 303
2022
Q1 		$16K Hold
965
– – ﹤0.01% 352
2021
Q4 		$19K Hold
965
– – ﹤0.01% 372
2021
Q3 		$19K Hold
965
– – ﹤0.01% 364
2021
Q2 		$21K Hold
965
– – ﹤0.01% 358
2021
Q1 		$31K Hold
965
– – ﹤0.01% 330
2020
Q4 		$34K Hold
965
– – 0.01% 332
2020
Q3 		$19K Hold
965
– – ﹤0.01% 295
2020
Q2 		$28K Buy
+965
New +$28K 0.01% 257

Other funds holding MDRR

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

Sheets Smith Wealth Management's MDRR Position: Q2 2023 in Review

Sheets Smith Wealth Management sold out of Medalist Diversified Inc (MDRR) in Q2 2023, closing a stake of 965 shares — an estimated $12.9K sold.

Sheets Smith Wealth Management first reported a position in MDRR in Q2 2020 and held it in 12 quarters. The position peaked at $34K in Q4 2020. 4 funds tracked by Wall St. Rank hold MDRR as of Q2 2023.

  • Sheets Smith Wealth Management reported no remaining Medalist Diversified Inc position as of Q2 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 965 Medalist Diversified Inc shares in Q2 2023, an estimated $12.9K.
  • Sheets Smith Wealth Management first reported a position in Medalist Diversified Inc in Q2 2020 and held it in 12 quarters.
  • Sheets Smith Wealth Management's Medalist Diversified Inc position peaked at $34K in Q4 2020.
  • 4 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q2 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.