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Sheets Smith Wealth Management’s Post Holdings POST Stock Holding History

Sheets Smith Wealth Management’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,727
Closed -$336K – 328
2022
Q4 		$336K Hold
3,727
– – 0.05% 238
2022
Q3 		$305K Buy
+3,727
New +$322K 0.05% 241

Other funds holding POST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

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

Sheets Smith Wealth Management sold out of Post Holdings (POST) in Q1 2023, closing a stake of 3,727 shares — an estimated $336K sold.

Sheets Smith Wealth Management first reported a position in POST in Q3 2022 and held it in 2 quarters. The position peaked at $336K in Q4 2022. 353 funds tracked by Wall St. Rank hold POST as of Q1 2023.

  • Sheets Smith Wealth Management reported no remaining Post Holdings position as of Q1 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 3,727 Post Holdings shares in Q1 2023, an estimated $336K.
  • Sheets Smith Wealth Management first reported a position in Post Holdings in Q3 2022 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Post Holdings position peaked at $336K in Q4 2022.
  • 353 funds tracked by Wall St. Rank held Post Holdings as of Q1 2023.

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