AWM
SMAR

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

Aevitas 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
2022
Q2 		– Sell
-4,115
Closed -$225K – 119
2022
Q1 		$225K Sell
4,115
-2,050
-33% -$117K 0.14% 110
2021
Q4 		$477K Hold
6,165
– – 0.28% 84
2021
Q3 		$424K Buy
6,165
+1,200
+24% +$88.2K 0.27% 91
2021
Q2 		$359K Hold
4,965
– – 0.23% 97
2021
Q1 		$317K Buy
4,965
+1,150
+30% +$80.5K 0.22% 91
2020
Q4 		$264K Buy
+3,815
New +$224K 0.19% 101

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
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
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
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
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

Aevitas Wealth Management's SMAR Position: Q2 2022 in Review

Aevitas Wealth Management sold out of Smartsheet Inc. (SMAR) in Q2 2022, closing a stake of 4,115 shares — an estimated $225K sold.

Aevitas Wealth Management first reported a position in SMAR in Q4 2020 and held it in 6 quarters. The position peaked at $477K in Q4 2021. 302 funds tracked by Wall St. Rank hold SMAR as of Q2 2022.

  • Aevitas Wealth Management reported no remaining Smartsheet Inc. position as of Q2 2022 after selling out during the quarter.
  • Aevitas Wealth Management sold 4,115 Smartsheet Inc. shares in Q2 2022, an estimated $225K.
  • Aevitas Wealth Management first reported a position in Smartsheet Inc. in Q4 2020 and held it in 6 quarters.
  • Aevitas Wealth Management's Smartsheet Inc. position peaked at $477K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2022.

Based on Aevitas Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.