AG
SMAR

Advisor Group’s Smartsheet Inc. SMAR Stock Holding History

Advisor Group’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
2019
Q4 		$37K Buy
830
+248
+43% +$10.3K ﹤0.01% 3623
2019
Q3 		$21K Sell
582
-27,758
-98% -$1.32M ﹤0.01% 3943
2019
Q2 		$1.37M Buy
28,340
+27,961
+7,378% +$1.19M 0.01% 939
2019
Q1 		$15K Buy
379
+200
+112% +$6.92K ﹤0.01% 4158
2018
Q4 		$5K Sell
179
-11
-6% -$273 ﹤0.01% 4542
2018
Q3 		$6K Buy
+190
New +$5.06K ﹤0.01% 4534

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Advisor Group's SMAR Position: Q4 2019 in Review

Advisor Group increased its Smartsheet Inc. (SMAR) stake by 43% in Q4 2019, buying an estimated $10.3K and bringing the position to 830 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #3623.

Advisor Group first reported a position in SMAR in Q3 2018 and has held it in 6 quarters since. The position peaked at $1.37M in Q2 2019. 205 funds tracked by Wall St. Rank hold SMAR as of Q4 2019.

  • Advisor Group held 830 shares of Smartsheet Inc. worth $37K as of Q4 2019.
  • Advisor Group bought 248 Smartsheet Inc. shares in Q4 2019, an estimated $10.3K.
  • Smartsheet Inc. made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3623 holding.
  • Advisor Group first reported a position in Smartsheet Inc. in Q3 2018 and has held it in 6 quarters since.
  • Advisor Group's Smartsheet Inc. position peaked at $1.37M in Q2 2019.
  • 205 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.