AWM
SMAR

AE Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

AE Wealth Management’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
2020
Q2 		– Sell
-8,859
Closed -$368K – 1357
2020
Q1 		$368K Buy
+8,859
New +$402K 0.01% 801

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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AE Wealth Management's SMAR Position: Q2 2020 in Review

AE Wealth Management sold out of Smartsheet Inc. (SMAR) in Q2 2020, closing a stake of 8,859 shares — an estimated $368K sold.

AE Wealth Management first reported a position in SMAR in Q1 2020 and held it in 1 quarter. The position peaked at $368K in Q1 2020. 256 funds tracked by Wall St. Rank hold SMAR as of Q2 2020.

  • AE Wealth Management reported no remaining Smartsheet Inc. position as of Q2 2020 after selling out during the quarter.
  • AE Wealth Management sold 8,859 Smartsheet Inc. shares in Q2 2020, an estimated $368K.
  • AE Wealth Management first reported a position in Smartsheet Inc. in Q1 2020 and held it in 1 quarter.
  • AE Wealth Management's Smartsheet Inc. position peaked at $368K in Q1 2020.
  • 256 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2020.

Based on AE Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.