Advisory Services Network’s Smartsheet Inc. SMAR Stock Holding History

Advisory Services Network’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
2024 Q1	–	Sell	-6,682	Closed	-$320K	–	3789
2023 Q4	$320K	Buy	6,682 +1,184	+22%	+$50.5K	0.01%	1061
2023 Q3	$222K	Buy	+5,498	New	+$226K	0.01%	1275
2023 Q2	–	Sell	-199	Closed	-$9.51K	–	3787
2023 Q1	$9.51K	Buy	+199	New	+$8.66K	﹤0.01%	2895
2021 Q3	–	Sell	-656	Closed	-$48K	–	3333
2021 Q2	$48K	Buy	+656	New	+$40.9K	﹤0.01%	2028
2021 Q1	–	Sell	-2,175	Closed	-$151K	–	3036
2020 Q4	$151K	Buy	2,175 +790	+57%	+$46.3K	0.01%	1161
2020 Q3	$68K	Sell	1,385 -4,333	-76%	-$209K	﹤0.01%	1435
2020 Q2	$291K	Buy	+5,718	New	+$291K	0.02%	805

Other funds holding SMAR

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

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

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

NPCM

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

DCM

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Advisory Services Network's SMAR Position: Q1 2024 in Review

Advisory Services Network sold out of Smartsheet Inc. (SMAR) in Q1 2024, closing a stake of 6,682 shares — an estimated $320K sold.

Advisory Services Network first reported a position in SMAR in Q2 2020 and held it in 7 quarters. The position peaked at $320K in Q4 2023. 360 funds tracked by Wall St. Rank hold SMAR as of Q1 2024.

Advisory Services Network reported no remaining Smartsheet Inc. position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 6,682 Smartsheet Inc. shares in Q1 2024, an estimated $320K.
Advisory Services Network first reported a position in Smartsheet Inc. in Q2 2020 and held it in 7 quarters.
Advisory Services Network's Smartsheet Inc. position peaked at $320K in Q4 2023.
360 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.