AR
SMAR

Advisory Research’s Smartsheet Inc. SMAR Stock Holding History

Advisory Research’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
2023
Q2 		– Sell
-5,386
Closed -$257K – 502
2023
Q1 		$257K Buy
+5,386
New +$234K 0.04% 307
2022
Q2 		– Sell
-5,956
Closed -$326K – 444
2022
Q1 		$326K Buy
+5,956
New +$340K 0.03% 297

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Advisory Research's SMAR Position: Q2 2023 in Review

Advisory Research sold out of Smartsheet Inc. (SMAR) in Q2 2023, closing a stake of 5,386 shares — an estimated $257K sold.

Advisory Research first reported a position in SMAR in Q1 2022 and held it in 2 quarters. The position peaked at $326K in Q1 2022. 344 funds tracked by Wall St. Rank hold SMAR as of Q2 2023.

  • Advisory Research reported no remaining Smartsheet Inc. position as of Q2 2023 after selling out during the quarter.
  • Advisory Research sold 5,386 Smartsheet Inc. shares in Q2 2023, an estimated $257K.
  • Advisory Research first reported a position in Smartsheet Inc. in Q1 2022 and held it in 2 quarters.
  • Advisory Research's Smartsheet Inc. position peaked at $326K in Q1 2022.
  • 344 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2023.

Based on Advisory Research's 13F filing for Q2 2023, filed 14 Aug 2023.