AII
SMAR

AGF Investments Inc’s Smartsheet Inc. SMAR Stock Holding History

AGF Investments Inc’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
2021
Q3 		– Sell
-3,104
Closed -$224K – 806
2021
Q2 		$224K Sell
3,104
-149,314
-98% -$9.32M ﹤0.01% 534
2021
Q1 		$9.74M Buy
152,418
+48,785
+47% +$3.41M 0.08% 194
2020
Q4 		$7.18M Buy
103,633
+96,757
+1,407% +$5.67M 0.06% 210
2020
Q3 		$340K Buy
6,876
+1,476
+27% +$71.3K ﹤0.01% 536
2020
Q2 		$275K Buy
+5,400
New +$275K ﹤0.01% 577

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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

AGF Investments Inc's SMAR Position: Q3 2021 in Review

AGF Investments Inc sold out of Smartsheet Inc. (SMAR) in Q3 2021, closing a stake of 3,104 shares — an estimated $224K sold.

AGF Investments Inc first reported a position in SMAR in Q2 2020 and held it in 5 quarters. The position peaked at $9.74M in Q1 2021. 320 funds tracked by Wall St. Rank hold SMAR as of Q3 2021.

  • AGF Investments Inc reported no remaining Smartsheet Inc. position as of Q3 2021 after selling out during the quarter.
  • AGF Investments Inc sold 3,104 Smartsheet Inc. shares in Q3 2021, an estimated $224K.
  • AGF Investments Inc first reported a position in Smartsheet Inc. in Q2 2020 and held it in 5 quarters.
  • AGF Investments Inc's Smartsheet Inc. position peaked at $9.74M in Q1 2021.
  • 320 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2021.

Based on AGF Investments Inc's 13F filing for Q3 2021, filed 10 Nov 2021.