SSWM
WB icon

Sheets Smith Wealth Management’s Weibo WB Stock Holding History

Sheets Smith Wealth Management’s Portfolio WB Stock Details WB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,841
Closed -$397K – 338
2017
Q4 		$397K Buy
3,841
+677
+21% +$70K 0.09% 220
2017
Q3 		$313K Buy
+3,164
New +$279K 0.08% 247

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AG
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HL
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BlackRock
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Wellington Management Group
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wells Fargo
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Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return