AWS
SMAR

AJ Wealth Strategies’s Smartsheet Inc. SMAR Stock Holding History

AJ Wealth Strategies’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
Q4 		– Sell
-9,450
Closed -$325K – 336
2022
Q3 		$325K Sell
9,450
-4,700
-33% -$159K 0.02% 230
2022
Q2 		$445K Sell
14,150
-805
-5% -$33.4K 0.02% 197
2022
Q1 		$819K Buy
14,955
+7,807
+109% +$446K 0.04% 156
2021
Q4 		$554K Buy
7,148
+500
+8% +$34.9K 0.03% 190
2021
Q3 		$458K Hold
6,648
– – 0.02% 198
2021
Q2 		$481K Buy
6,648
+700
+12% +$43.7K 0.03% 186
2021
Q1 		$380K Hold
5,948
– – 0.03% 189
2020
Q4 		$412K Hold
5,948
– – 0.04% 159
2020
Q3 		$294K Buy
5,948
+1,100
+23% +$53.1K 0.03% 166
2020
Q2 		$247K Buy
+4,848
New +$247K 0.03% 175

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 $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

AJ Wealth Strategies's SMAR Position: Q4 2022 in Review

AJ Wealth Strategies sold out of Smartsheet Inc. (SMAR) in Q4 2022, closing a stake of 9,450 shares — an estimated $325K sold.

AJ Wealth Strategies first reported a position in SMAR in Q2 2020 and held it in 10 quarters. The position peaked at $819K in Q1 2022. 321 funds tracked by Wall St. Rank hold SMAR as of Q4 2022.

  • AJ Wealth Strategies reported no remaining Smartsheet Inc. position as of Q4 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 9,450 Smartsheet Inc. shares in Q4 2022, an estimated $325K.
  • AJ Wealth Strategies first reported a position in Smartsheet Inc. in Q2 2020 and held it in 10 quarters.
  • AJ Wealth Strategies's Smartsheet Inc. position peaked at $819K in Q1 2022.
  • 321 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.