Sheets Smith Wealth Management’s Procore PCOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,799	Closed	-$312K	–	395
2024 Q1	$312K	Buy	+3,799	New	+$282K	0.04%	317

Other funds holding PCOR

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

XN LP New York $3.8B AUM 49.01% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Sheets Smith Wealth Management's PCOR Position: Q2 2024 in Review

Sheets Smith Wealth Management sold out of Procore (PCOR) in Q2 2024, closing a stake of 3,799 shares — an estimated $312K sold.

Sheets Smith Wealth Management first reported a position in PCOR in Q1 2024 and held it in 1 quarter. The position peaked at $312K in Q1 2024. 393 funds tracked by Wall St. Rank hold PCOR as of Q2 2024.

Sheets Smith Wealth Management reported no remaining Procore position as of Q2 2024 after selling out during the quarter.
Sheets Smith Wealth Management sold 3,799 Procore shares in Q2 2024, an estimated $312K.
Sheets Smith Wealth Management first reported a position in Procore in Q1 2024 and held it in 1 quarter.
Sheets Smith Wealth Management's Procore position peaked at $312K in Q1 2024.
393 funds tracked by Wall St. Rank held Procore as of Q2 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.