Sheets Smith Wealth Management’s Society Pass SOPA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-9,000	Closed	-$21.1K	–	400
2024 Q1	$21.1K	Hold	9,000	–	–	﹤0.01%	377
2023 Q4	$40.5K	Hold	9,000	–	–	0.01%	344
2023 Q3	$51.2K	Hold	9,000	–	–	0.01%	386
2023 Q2	$68.5K	Hold	9,000	–	–	0.01%	323
2023 Q1	$138K	Buy	+9,000	New	+$140K	0.02%	307

Other funds holding SOPA

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Sheets Smith Wealth Management sold out of Society Pass (SOPA) in Q2 2024, closing a stake of 9,000 shares — an estimated $21.1K sold.

Sheets Smith Wealth Management first reported a position in SOPA in Q1 2023 and held it in 5 quarters. The position peaked at $138K in Q1 2023. 10 funds tracked by Wall St. Rank hold SOPA as of Q2 2024.

Sheets Smith Wealth Management reported no remaining Society Pass position as of Q2 2024 after selling out during the quarter.
Sheets Smith Wealth Management sold 9,000 Society Pass shares in Q2 2024, an estimated $21.1K.
Sheets Smith Wealth Management first reported a position in Society Pass in Q1 2023 and held it in 5 quarters.
Sheets Smith Wealth Management's Society Pass position peaked at $138K in Q1 2023.
10 funds tracked by Wall St. Rank held Society Pass as of Q2 2024.

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