AIL
SMAR

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

AGF Investments LLC’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
-10,358
Closed -$749K – 481
2021
Q2 		$749K Buy
10,358
+1,792
+21% +$112K 0.08% 62
2021
Q1 		$548K Sell
8,566
-6,245
-42% -$437K 0.07% 218
2020
Q4 		$1.03M Sell
14,811
-11,205
-43% -$657K 0.12% 53
2020
Q3 		$1.29M Buy
26,016
+4,458
+21% +$215K 0.14% 161
2020
Q2 		$1.1M Buy
+21,558
New +$1.1M 0.11% 246
2020
Q1 		– Sell
-226
Closed -$10K – 674
2019
Q4 		$10K Buy
+226
New +$9.35K ﹤0.01% 506

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 LLC's SMAR Position: Q3 2021 in Review

AGF Investments LLC sold out of Smartsheet Inc. (SMAR) in Q3 2021, closing a stake of 10,358 shares — an estimated $749K sold.

AGF Investments LLC first reported a position in SMAR in Q4 2019 and held it in 6 quarters. The position peaked at $1.29M in Q3 2020. 320 funds tracked by Wall St. Rank hold SMAR as of Q3 2021.

  • AGF Investments LLC reported no remaining Smartsheet Inc. position as of Q3 2021 after selling out during the quarter.
  • AGF Investments LLC sold 10,358 Smartsheet Inc. shares in Q3 2021, an estimated $749K.
  • AGF Investments LLC first reported a position in Smartsheet Inc. in Q4 2019 and held it in 6 quarters.
  • AGF Investments LLC's Smartsheet Inc. position peaked at $1.29M in Q3 2020.
  • 320 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2021.

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