Adero Partners’s Smartsheet Inc. SMAR Stock Holding History

Adero Partners’s Portfolio SMAR Stock Details SMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,753	Closed	-$206K	–	173
2022 Q1	$206K	Buy	3,753 +1	+0%	+$57	0.03%	152
2021 Q4	$291K	Buy	+3,752	New	+$262K	0.05%	136

Other funds holding SMAR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Adero Partners's SMAR Position: Q2 2022 in Review

Adero Partners sold out of Smartsheet Inc. (SMAR) in Q2 2022, closing a stake of 3,753 shares — an estimated $206K sold.

Adero Partners first reported a position in SMAR in Q4 2021 and held it in 2 quarters. The position peaked at $291K in Q4 2021. 302 funds tracked by Wall St. Rank hold SMAR as of Q2 2022.

Adero Partners reported no remaining Smartsheet Inc. position as of Q2 2022 after selling out during the quarter.
Adero Partners sold 3,753 Smartsheet Inc. shares in Q2 2022, an estimated $206K.
Adero Partners first reported a position in Smartsheet Inc. in Q4 2021 and held it in 2 quarters.
Adero Partners's Smartsheet Inc. position peaked at $291K in Q4 2021.
302 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2022.

Based on Adero Partners's 13F filing for Q2 2022, filed 14 Jul 2022.